As a strategic resource for AdvicePeriod’s Partner Advisors, Sara is responsible for working with the Partner Advisors to provide support for client relationship management and business development.
Prior to joining AdvicePeriod, Sara served as a Senior Vice President in the Office of the CEO at Kayne Anderson Capital Advisors, L.P. where she was responsible for supporting the CEO and liaising with the Executive Committee to spearhead strategic initiatives and cross-functional projects. Prior to joining Kayne Anderson in 2019, Sara spent nearly a decade advising ultra-high net worth family offices, entrepreneurs, and corporate executives with investment management and capital markets needs at Morgan Stanley, Barclays, and Citi Private Bank.
Sara earned a B.S. in Economics from the Wharton School at the University of Pennsylvania. Sara graduated from Deerfield Academy in Deerfield, Massachusetts. In Sara’s spare time, she enjoys living in Manhattan Beach and cheering for her beloved New York Jets.