Sarah joined BBR Partners in 2009 and is a Director of Investment Research. Her responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. In addition, Sarah oversees our firm’s ESG investment efforts.

Prior to joining BBR, Sarah was an Associate at Tremont Capital Management, where she performed due diligence on Relative Value and Emerging Market Credit funds. She also served as an Analyst at Offit Capital Advisors, where she worked with the Client Service and Research teams, conducting analysis, serving as a point of contact for clients and assisting with manager due diligence.

Sarah graduated from Skidmore College with a BA in Business and Economics. She earned the Chartered Financial Analyst (CFA) designation.

When not in the office, Sarah enjoys baking, reading a good book, and cheering on the Yankees (most years) with her husband and their two daughters.

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