Meet the team

As a Senior Analyst in the Investment department, Sarah plays an active role in the management of client portfolios, including investment research, manager selection, due diligence, and ongoing strategy monitoring. She also contributes to the sourcing and evaluation of new investment opportunities.

Prior to joining Altium, Sarah worked at a private wealth management firm, where she supported both relationship management and portfolio management activities of high-net-worth individuals and families.

Sarah has been registered as an Advising Representative (Portfolio Manager) since 2026. She also holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. Sarah earned a Bachelor of Commerce with a major in Finance from the John Molson School of Business at Concordia University in 2020.