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Sarah Heaslip Whitelaw
Directeur/Membre du Conseil chez
Hanna Boys Center
Profil
Ms. Sarah H.
Whitelaw, CFA MBA, is a Managing Director at Pathstone Family Office LLC.
She is on the Board of Directors at Hanna Boys Center.
Before joining Pathstone, she was Managing Director in the Portfolio Management group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets.
She also served on the firm’s Investment Review Committee.
Prior to joining Hall Capital in 2008, She worked in the Private Wealth Management group at Morgan Stanley.
She previously worked at Wellington Management Co. and began her career with Brown Brothers Harriman & Co. in Boston.
She earned a Bachelor of Arts in International Studies from Dickinson College and an MBA from the Tuck School of Business at Dartmouth.
She is a member of the CFA Institute and holds the Chartered Financial Analyst (CFA®) designation.
Postes actifs de Sarah Heaslip Whitelaw
| Sociétés | Poste | Début |
|---|---|---|
Hanna Boys Center
 Hanna Boys Center Miscellaneous Commercial ServicesCommercial Services Operates residential treatment center | Directeur/Membre du Conseil | - |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Gestionnaire de Portefeuille-Actions | 01/12/2024 |
Anciens postes connus de Sarah Heaslip Whitelaw
| Sociétés | Poste | Fin |
|---|---|---|
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets. | Membre du Comité d'Investissement | 01/12/2024 |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Corporate Officer/Principal | - |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Sarah Heaslip Whitelaw
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Finance |
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dickinson College
 Dickinson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hanna Boys Center
Hanna Boys Center Miscellaneous Commercial ServicesCommercial Services Operates residential treatment center | Commercial Services |
Tuck School of Business at Dartmouth
 Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
