Sarah Larochelle

Sarah Larochelle, CFA, is an accomplished Client Advisor at Crestone Capital, LLC, where since October 2019, expertise in wealth management services is demonstrated for entrepreneurs and their families. Earlier experience includes serving as an Associate on the Hedge Fund Solutions Client Portfolio Management Team at J.P. Morgan from June 2016 to April 2019, and as a Private Bank Analyst at JPMorgan Chase from August 2013 to June 2016. Sarah also completed internships at Brown Brothers Harriman and Franklin Templeton Investments. Educational credentials include a Bachelor of Arts in Mathematics and Economics from Bowdoin College, along with having passed Level III of the CFA Program from the CFA Institute.