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Sarah E. Heaslip
Sarah is an Associate at Hall Capital Partners LLC, a privately owned
registered investment advisor that builds and manages multi-asset class global
investment portfolios for individuals, families and institutions. As a member of
the Firm's Portfolio Management practice, she advises clients on investment
strategy, portfolio structuring and generational planning. Prior to joining Hall
in 2008, she worked in Morgan Stanley's Private Wealth Management division for
two years and spent over five years at Wellington Management Company, an
institutional investment management firm. Sarah was responsible for business
development and relationship management with West Coast investment consultants
to large corporate and public pension plans, endowments and foundations. She
began her career in Boston at the investment bank, Brown Brothers Harriman.
Sarah received an MBA from the Tuck School of Business at Dartmouth College
and a BA in International Studies and French from Dickinson College.
Additionally, Sarah is a holder of the Chartered Financial Analyst designation.
Since moving to the Bay Area in November 2006, Sarah has been active in the Full
Circle Fund, an engaged philanthropy organization.
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