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
More profiles to browse

Justin A. Molinaro
Partner, Director of Investment Research
JM
Jamal Mtshali
Vice President, Investment Research
Sophie Holt
Vice President of Investment Research
BB
Brett Barth
Founder & Co-CEO
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale