Sara is a Client Relationship Manager at the firm. In this role, she has portfolio, retirement and trust administration responsibilities.
Sara works closely with clients, Trustees, tax preparers and Investment Advisors to ensure all of the client’s needs are met. She is responsible for engaging with clients by building and preserving trusting relationships.
Sara joined our Client Service team as a Client Relationship Manager in 2005.
Sara currently resides on the South Shore with her family and has been with Northeast since 2003.
Westfield State University, B.S. – 1999