Sarah Larochelle, CFA®
Director, Client Advisory
As a Director of Client Advisory, 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. Sarah is a CFA® charterholder.
Sarah serves on the Crestone Impact Committee.
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.