Sarah is a client service manager for private wealth and institutional clients. She has portfolio administration and trust operations responsibilities and works closely with clients and their attorneys and accountants to provide wealth management solutions. She is a member of the Trust & Investment Committee.
Sarah began her career in 1987 and joined Boston Trust Walden in 2006 as a manager in the tax department. Previously, she worked for Harvard Management Company managing donor relations, trusts, and gifts. She earned a BS in Business Administration magna cum laude from Suffolk University.