Sarah is a relationship manager for private wealth and institutional clients. She has portfolio administration and trust operations responsibilities and works closely with our clients and their attorneys and accountants to provide wealth management solutions for high net worth individuals. Previously, she was a manager in the tax department.
Sarah began her career in 1987 and joined the firm in 2006. Previously, she worked for Harvard Management Company managing donor relations, trusts, and gifts. She earned a BS in Business Administration, magna cum laude, from Suffolk University.