search chicago new-york san-francisco sun bank family insights pie-graph presentation loupe money-hand graph arrow-down angle-left

Sarah N. Rumph

Director of Investment Research

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 and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Sarah is also a member of BBR’s Investment Committee.

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 yoga, reading a good book, and spending time with her husband and the seven siblings they have between them.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more