Sarah Larochelle, CFA®
Director, Client Advisory
As a director of client advisory, Sarah works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Sarah spent six years at J.P. Morgan Alternative Asset Management in New York, most recently working as an investment specialist. In this role, she invested 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 her Bachelor of Arts in math and economics from Bowdoin College. She is a CFA® charterholder.
Sarah serves on the Crestone Impact Committee and Diversity and Inclusion Committee.
Apart from Crestone, 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. Sarah is a member of both CFA® Institute and CFA® Society Colorado.