Platform Manager - Investment Management and Research
Sarah joined Commonwealth’s Marketing team in 2015 before transitioning to Wealth Management where she helped manage cross-department initiatives. In 2020, Sarah joined the Investment Management & Research team as an investment management analyst. In her current role as platform manager, Sarah helps manage Commonwealth’s discretionary investment management solution, PPS Select. She provides consultative and platform-based support on a variety of topics to advisors and proactively identifies opportunities to enhance the adoption of the platform. Sarah graduated from Elon University with a BSBA in marketing and a minor in finance. She holds her FINRA Series 7 and 66 securities registrations. In her free time, Sarah enjoys spending time on the Cape with family and friends.