Director, Concierge Services
Sarah is the Director of Concierge Services at Roundview Capital. In addition to working closely with client families, she also helps with the firm’s business operations.
Prior to joining Roundview Capital, Sarah was a hedge fund analyst at Goldman Sachs, LP. After having children, she was the Business Manager of a private school in Princeton. Sarah graduated from Franklin and Marshall College with a BA in Accounting and from the State University at New York in Buffalo with an MBA in Finance.
In her free time, Sarah enjoys spending time with her husband, James, and two children, Eric and Norah. She also enjoys walking her dogs, traveling, and reading.