Sarah Elizabeth Norris
Mitglied des Investmentausschusses bei BBR Partners LLC
Profil
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.
Aktive Positionen von Sarah Elizabeth Norris
Unternehmen | Position | Beginn |
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BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Mitglied des Investmentausschusses | 01.08.2015 |
Ausbildung von Sarah Elizabeth Norris
Brown University | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |