Sarah Heaslip Whitelaw

Direktor/Vorstandsmitglied bei

Hanna Boys Center

Finance

Consumer Services

Commercial Services

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.

Aktive Positionen von Sarah Heaslip Whitelaw

Unternehmen	Position	Beginn
Hanna Boys Center Hanna Boys Center Miscellaneous Commercial ServicesCommercial Services Operates residential treatment center	Direktor/Vorstandsmitglied	-
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.	Portfolio Manager-Aktien	01.12.2024

Alle aktiven Positionen von Sarah Heaslip Whitelaw

Ehemalige bekannte Positionen von Sarah Heaslip Whitelaw

Unternehmen	Position	Ende
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.	Mitglied des Investmentausschusses	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	-

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Unternehmensverbindungen

Private Unternehmen	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