Education
BA Business and Commerce, University of Central Lancashire, UK
Sarah Ruey
Vice President, Client Service
Area of Focus
Responsible for firm-wide presentation materials and consultant databases.
Profile
Joined the firm in 2019.
Previously served as Marketing and Analytics Associate at Advisory Research, Inc., a boutique asset manager in Chicago.
Also previously, spent 11 years at Mesirow Financial undertaking roles within Wealth Advisors, Corporate Marketing and Investment Strategies.
Education
BA Business and Commerce, University of Central Lancashire, UK