Sarah joined Argos Capital Partners in 2024 as a Senior Associate, Investment Management. In her role, Sarah produces performance information, prepares, and participates in quarterly presentations for our client families, helps manage broker / custodian relationships, and processes trade confirmations for client portfolios.

Sarah’s favorite part about working at Argos is the collaboration she experiences with her colleagues. She enjoys researching a variety of investment types as well as learning from our client families. It is fulfilling for Sarah to aggregate investment data through charts and graphs to provide clients with a focused understanding of their diversified investment portfolios.

Prior to joining Argos Capital Partners, Sarah was an operations analyst for Visionary Wealth Advisors.