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Sarah F. M.

Vice President Of Investments at Bridges Trust

Sarah F.M. has a diverse work experience spanning over a decade. Sarah F. began their career as an intern at McCarthy Advisors, where they performed qualitative and quantitative analysis of equity and fixed income securities. Sarah F. then moved on to Gavilon Group, LLC, where they served as a Senior Market Risk Analyst, monitoring risk positions in the commodities industry.

After that, Sarah joined Westwood Holdings Group, Inc. as an Associate Vice President and later as a Vice President. During their time there, they gained experience in investment management.

In 2018, Sarah joined Bridges Trust as the Vice President of Investments. Sarah F. excelled in this role and was subsequently promoted to Vice President - Trust & Client Service.

In addition to their corporate roles, Sarah is also an Adjunct Professor at Creighton University's Heider College of Business.

Early in their career, Sarah served as the President of Delta Sigma Pi, showcasing their leadership abilities.

Sarah F. M. completed their Bachelor's of Business degree in Finance at the University of Missouri-Kansas City from 2005 to 2008. Sarah F. further pursued their education and obtained an MBA/MSAPM degree in Finance from Creighton University, studying from 2009 to 2010. In addition to their academic achievements, Sarah also holds two certifications. Sarah F. obtained the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute in May 2021, and they earned the Chartered Financial Analyst (CFA) designation from the same institution in August 2017.

Location

Omaha, United States

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Bridges Trust

We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: www.bridgestrust.com


Employees

51-200

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