Sarah is a Managing Director, Wealth Advisor with Cresset’s Denver office. She partners with families to help them achieve their personal and financial goals, advising on a wide range of wealth planning strategies, including multi-generational wealth transfer, next-generation education, philanthropic endeavors, asset allocation, credit and overall balance sheet management. Prior to Cresset, Sarah worked with J.P. Morgan’s Private Bank for 14 years in New York and Denver, where she worked with some of the wealthiest families and their family offices across the globe. Prior to J.P. Morgan, Sarah worked for Morgan Stanley’s Investment Bank. She began her career working for the Chief Investme