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Sarah Norris

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest

BBR Partners LLC

United States, Illinois, Chicago

About Me

Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Chicago. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sarah is also a member of BBR’s Investment Committee. Prior to joining BBR, Sarah was an Executive Director in the Private Bank at JP Morgan where she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Prior to working in the Private Bank, Sarah was selected as a First Chicago First Scholar where she rotated through vari

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Profile Information

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest

BBR Partners LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 28, 2024

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