Sarah leads all operational efforts of The Clifford Group. As the firm's Director of Operations, she helps coordinate client service, new client onboarding, custodial operations and compliance. Sarah brings extensive knowledge of the industry and has a passion for helping ensure TCG clients receive the best possible experience. She is a vital member of the team and provides direct support and task management to many at the firm. In her role, she also works with the CEO in managing strategic initiatives for the company.
Sarah joined The Clifford Group with a tenured background in wealth management, having spent the last 15 years at independent fiduciary firms. Most recently, Sarah worked at Ballentine Partners and prior to that she spent many years at Fiduciary Trust.