Research and Operations Analyst
As a Research and Operations Analyst, Sarah oversees the day-to-day trade operations for discretionary OCIO relationships. In addition, Sarah works with The Wealth Office®, handling several family office relationships and taking a proactive role coordinating clients’ needs in collaboration with their trustees, accountants, and tax and estate planning attorneys. Sarah joined Fiduciary Investment Advisors, LLC in 2018, which combined with DiMeo Schneider in 2020. Before joining the firm, she was the operations manager for a Boston area wealth management firm servicing high net worth clients. Sarah obtained her BA in Economics from Simmons College and is currently working on earning her Juris Doctor at the University of Connecticut School of Law. She volunteers as a Communications Committee Member for the Litchfield Aid of the Connecticut Junior Republic, a nonprofit volunteer organization dedicated to providing care and support for at-risk special needs and troubled youth. When she isn’t reading statutes and legal doctrines, she can be found sailing on Long Island Sound or skiing in Vermont (she is a native Vermonter) with her husband and their two sons.