Sarah Elizabeth Norris

Sarah Elizabeth Norris

Membro del Comitato di Investimento presso BBR Partners LLC

Consumer Services
Finance

Profilo

Ms. Sarah E.
Norris is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
She joined BBR Partners in 2015 and also Head of BBR Chicago.
She works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
She is also a member of BBR’s Investment Committee.
Prior to joining BBR, she was an Executive Director in the Private Bank at JP Morgan where she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs.
Prior to working in the Private Bank, she was selected as a First Chicago First Scholar where she rotated through various departments at the bank which included the fixed income trading desk and mortgage banking.
She holds an MBA from Northwestern University Kellogg School of Management and a BA from Brown University with a concentration in International Relations.

Posizioni attive di Sarah Elizabeth Norris

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/08/2015
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Formazione di Sarah Elizabeth Norris

Brown University Undergraduate Degree
Kellogg School of Management Masters Business Admin

Esperienze
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Aziende private

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Relazioni

22

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3

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Finance

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