Experience

Sara graduated magna cum laude with a degree in Finance from Boston University's School of Management. She is a Chartered Financial Analyst® Charterholder and has dedicated years to passing all three levels of the CFA® exams and gaining important industry experience. She has a passion for investing, educating her clients around the complexities of finance, and making an impact on the lives of her clients and their families.

Sara began her career in investments in 2002 as a bond analyst for Babson Capital, managing funds for institutional and ultra high net worth clientele. She later worked with a private equity team servicing limited partners at State Street Bank. In 2006, Sara transitioned to Wealth Management when she joined Morgan Stanley. She has experience and knowledge with business owner clients and is able to cultivate relationships to develop the best team for each step of a successful transition. Sara is collaborative and always seeks to maximize the position of her clients by working with others and is always educating herself to offer the very best solutions for her clients.

Past experience
– Analyst, Babson Capital
– Financial Advisor, Morgan Stanley
– Vice President, Merrill Lynch

Education and credentials
– Bachelor's Degree in Finance - Boston University
– Series 7, 66 Securities Licenses
– Chartered Financial Analyst® Charterholder