Sarah Helfand

Sarah Helfand, CPA, serves as the Controller at Klein Hersh since October 2022, bringing extensive experience in accounting and financial management. Previously, Sarah held various roles at Magis Capital Partners from April 2019 to October 2022, including Controller, Assistant Controller, and Accounting Manager. Sarah's career also includes positions at Withum as an Audit Supervisor and Senior Auditor, and at Bond Beebe Certified Public Accountants as a Senior Auditor and Staff Auditor. Additionally, Sarah worked as a Registered Client Service Associate at Bond Beebe Financial Advisors and as an intern at Fidelity Investments. Sarah holds a Master's degree in Accounting and a Bachelor of Business Administration in Finance from The George Washington University School of Business.

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