Managing Director, Wealth Advisor
Sarah is a Managing Director, Wealth Advisor with Cresset’s Denver office. She partners with families to help them achieve their personal and financial goals, advising on a wide range of wealth planning strategies, including multi-generational wealth transfer, next-generation education, philanthropic endeavors, asset allocation, credit and overall balance sheet management.
Prior to Cresset, Sarah worked with J.P. Morgan’s Private Bank for 14 years in New York and Denver, where she worked with some of the wealthiest families and their family offices across the globe. Prior to J.P. Morgan, Sarah worked for Morgan Stanley’s Investment Bank. She began her career working for the Chief Investment Office of Morgan Stanley’s Private Wealth Management business.
Sarah holds a bachelor’s degree from The Ohio State University. She gives back to the community through various organizations, with an emphasis on underserved kids, women in business, and diversity and inclusion. Most recently, she participated in launching Inclusive Economy CO.
Sarah lives in Denver with her husband, Jeff, her two sons, and their two Bernese Mountain dogs, Leffe and Whinnie. She enjoys traveling, skiing, hiking, and she is learning to like golf so she is not left out on the weekends with her boys.