Sara is a Private Client Senior Relationship Associate at Brown Advisory, where she manages relationships with high-net-worth individuals and families. Before joining Brown Advisory, she worked as a Private Client Coordinator at a national brokerage firm and later as a Client Service Associate for an institutional small-cap value strategy manager.
Sara serves on the Board of Directors of the Zoological Society of Delaware, which supports the Brandywine Zoo, and on the Board of Trustees of Oldfields School in Baltimore, Maryland.
Sara holds the Certified Trust and Fiduciary Advisor (CTFA) designation and the Accredited Estate Planner® (AEP®) designation. She is a graduate of Louisiana State University.
Education
- Louisiana State University, BS
Community Involvement
- Member, Estate Planning Council of Delaware
Certifications
- Accredited Estate Planner ®
- Certified Trust and Fiduciary Advisor (CTFA)