Sarah Heaslip Whitelaw
Direttore/Membro del Consiglio presso Hanna Boys Center
Profilo
Ms. Sarah H.
Whitelaw, CFA MBA, is a Managing Director & Portfolio Manager at Hall Capital Partners LLC.
She is on the Board of Directors at Hanna Boys Center.
She is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios.
Ms. Whitelaw also serves on the firm’s Investment Review Committee.
Prior to joining the firm in 2008, Ms. Whitelaw worked as an Investment Representative in the Private Wealth Management group in the San Francisco office of Morgan Stanley where she advised individuals and families, family offices, endowments, and foundations on investment strategy, current market conditions, opportunities for portfolio diversification, trust and estate planning, and private banking needs.
Previously, she was an Assistant Vice President at Wellington Management Company where she was responsible for business development and relationship management with West Coast investment consultants to large corporate and public pension plans, endowments, and foundations.
Prior to joining Wellington, she started her career with Brown Brothers Harriman & Company in Boston.
Ms. Whitelaw received her B.A.
in International Studies from Dickinson College and her M.B.A.
from the Tuck School of Business at Dartmouth.
Posizioni attive di Sarah Heaslip Whitelaw
Società | Posizione | Inizio |
---|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Membro del Comitato di Investimento | 01/01/2008 |
Hanna Boys Center
Hanna Boys Center Miscellaneous Commercial ServicesCommercial Services Hanna Boys Center is a non-profit organization. It is a residential treatment center in Sonoma, California, with an on- campus accredited high school, Archbishop Hanna High School, serving 8th through 12th grade students with at risk youth programs. The company was founded in 1945 and is headquartered in Sonoma, CA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Sarah Heaslip Whitelaw
Società | Posizione | Fine |
---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formazione di Sarah Heaslip Whitelaw
Dickinson College | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
Hanna Boys Center
Hanna Boys Center Miscellaneous Commercial ServicesCommercial Services Hanna Boys Center is a non-profit organization. It is a residential treatment center in Sonoma, California, with an on- campus accredited high school, Archbishop Hanna High School, serving 8th through 12th grade students with at risk youth programs. The company was founded in 1945 and is headquartered in Sonoma, CA. | Commercial Services |
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