As the Chief Wealth Manager at Sand Hill Global Advisors, Sara brings over 20 years of experience in portfolio management and financial planning to bear on the issues affecting high net worth and institutional clients. She guides clients in navigating the key financial issues that confront them, including financial modeling, risk management, retirement plan design, charitable giving and planning for educational funding goals. Sara is a member of the Investment and Executive Committees.
Prior to joining Sand Hill Global Advisors, Sara was a Portfolio Manager and Head Trader at Santa Barbara Bank & Trust working with private and institutional clients and an international and emerging market bond associate for T. Rowe Price & Co. in Baltimore, Maryland. She has been quoted in the Wall Street Journal and Reuters Dow Jones Newswire.
Sara has been an active board member for the Northern Nevada/Northern California Chapter of the Alzheimer's Association, the leading voluntary health organization in Alzheimer care, support and research.
Sara earned her BA in Economics from the University of Delaware and her MA in Economics from University of California, Santa Barbara. She is a Series 65 License holder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Sara is a member of the Financial Planning Association (FPA).