About
Sarah
Sarah enjoys analyzing complex situations, distilling them into actionable insights, and helping empower individuals to make well-informed financial decisions.
She has over 20 years of investment experience, including as a Research Analyst and Portfolio Manager for institutional clients at Artemis Investment Management and more recently working with individual investors at Jackson, Grant Investment Advisers.
Sarah and her family live in Larchmont, NY. In her free time, she enjoys cooking with family, reading mysteries, exploring new places, and volunteering. She is a member of the Junior League of Westchester on the Sound and currently serves as the Community VP, collaborating with local nonprofits.
Education and Professional Milestones
-Oberlin College - bachelor’s degree
-Cornell University – MBA
-Series 65 certification holder
Sarah enjoys analyzing complex situations, distilling them into actionable insights, and helping empower individuals to make well-informed financial decisions.
She has over 20 years of investment experience, including as a Research Analyst and Portfolio Manager for institutional clients at Artemis Investment Management and more recently working with individual investors at Jackson, Grant Investment Advisers.
Sarah and her family live in Larchmont, NY. In her free time, she enjoys cooking with family, reading mysteries, exploring new places, and volunteering. She is a member of the Junior League of Westchester on the Sound and currently serves as the Community VP, collaborating with local nonprofits.
Education and Professional Milestones
-Oberlin College - bachelor’s degree
-Cornell University – MBA
-Series 65 certification holder