As a Client Advisor, Sarah works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation, and overall financial analysis. She also performs ongoing market research in order to best serve Crestone clients.
Prior to joining Crestone, Sarah worked at J.P. Morgan in New York for six years. While there, she was an Investment Specialist at J.P. Morgan Alternative Asset Management, investing in third party hedge funds and private debt funds on behalf of institutional clients. Before her role as an Investment Specialist, she worked as an Analyst at J.P. Morgan Private Bank, advising high net worth international clients.
Sarah received a Bachelor of Arts in Math and Economics from Bowdoin College. She is a FINRA Registered Representative holding the Series 7 and 63 licenses. Sarah is also a CFA® charterholder.
Sarah volunteers for Warren Village (Denver), a non-profit organization that empowers disadvantaged single parents to regain self-esteem, reconnect to the community, and ultimately reclaim a productive place in the community.
What do you love most about being part of Crestone?
The people. Crestone brings together people with a variety of past experiences and expertise, all of whom enhance the offering of the firm.
What quality of yours makes you best suited to what you do?
My curiosity. The investing landscape is always changing, which requires constant investigation of new ideas and approaches. As individuals and as a firm, we need to continually adapt and explore, which is one of the aspects of this career I enjoy most.
What is your favorite book or what’s the most influential book you’ve read?
One of the best books I’ve read recently is The Checklist Manifesto, by Atul Gawande. He demonstrates the benefits of checklists in a variety of fields, but more importantly examines how human nature and psychology influence our success. I think it provides valuable lessons for the investment world.