Partner, Senior Wealth Advisor
BA, Princeton University
- Hinsdale Historical Society, Board of Trustees
- Grace Church, Endowment Committee
- UBS Financial Services, Investment Associate
Sarah has been with RMB Capital since 2005 and as a Senior Wealth Manager, she leads a team of wealth advisors and client associates, overseeing RMB's collaborative efforts to manage relationships with a select group of clients.
Clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth.
Sarah works closely with clients and engages with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of her team, she creates and executes each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.