Sarah has been with RMB Capital since 2005 and as a Senior Wealth Manager. She leads a team of wealth advisors and client associates, overseeing our collaborative efforts to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth. Sarah works closely with our clients and engage with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives.
Investors who have been exposed to U.S. stocks all through the recession and the bull market should be looking to take money out of overpriced assets and reallocate funds elsewhere.26 May 2021