Sarah joined RVK in 2015 and serves as an Associate Consultant in our New York office. She previously served as an Investment Associate. Sarah’s experience spans retirement plans, insurance funds, and endowments & foundations. She works closely with consulting teams on a variety of projects such as asset allocation studies, investment policy review, fee structure analysis, investment menu design, and spending policy analysis.
Sarah also works with our DC Solutions Group on a variety of projects and research efforts, including custom target date funds, managed accounts, retirement income replacement analyses, and lifetime income solutions. She is a member of RVK’s Capital Markets Team, the group responsible for setting the firm’s capital market assumptions and conducting various capital market and investment research.
Prior to joining RVK, Sarah was an investment analyst at AMS Consulting, where she focused on investment performance evaluation, asset allocation studies, and portfolio risk monitoring.
Sarah earned a Bachelor of Arts degree in Economics from Alexandria University. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the New York Society of Security Analysts.