As a Client Service Associate, Sarah will be providing support to the Wealth Managers and serving as a point of contact for clients. She is responsible for daily account maintenance and administration.

Sarah joined Boston Financial Management as the Administrative Coordinator, before transitioning into her current role as Client Service Associate. She has several years of administrative experience, having most recently been part of the hospitality team at Bracebridge Capital. Prior to that role, she was an Administrative Assistant at Finepoint Capital.

Sarah graduated from Bridgewater State University with a Bachelor of Arts degree in Fine Art.

Personal Interests

Sarah enjoys live music, painting, the beach and spending time with family and friends.