Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Midwest. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sarah is also a member of BBR’s Investment Committee.

Prior to joining BBR, Sarah was an Executive Director in the Private Bank at JP Morgan where she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Prior to working in the Private Bank, Sarah was selected as a First Chicago First Scholar where she rotated through various departments at the bank which included the fixed income trading desk and mortgage banking.

Sarah holds an MBA from Northwestern University Kellogg School of Management and a BA from Brown University with a concentration in International Relations and a minor in Economics. Sarah serves on the board of trustees for the Latin School of Chicago and is Chair of the school’s Investment Committee. She also is a member of the Investment Committee for the Jewish United Fund.

Sarah lives in Chicago with her husband and four children. She enjoys traveling with her family and always having a next adventure to plan.

 

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