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


Sarah Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest
BBR Partners LLC
United States, Illinois, Chicago
About Me
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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