Sarah Larochelle
CFA®
Director
Sarah Larochelle is a Director at Pathstone. Sarah works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Sarah joins Pathstone from Crestone Capital. Prior to Crestone, Sarah spent six years at J.P. Morgan in New York, most recently working as an investment specialist within alternative asset management. In this role, she invested in third party hedge funds and private debt funds on behalf of institutional clients. Before her role as an investment specialist, she worked as an analyst at J.P. Morgan Private Bank, advising high net worth international clients.
Sarah received her Bachelor of Arts in math and economics from Bowdoin College. She is a CFA® charterholder and a member of both CFA® Institute and CFA® Society Madison.
Group
Certification
Offices
Sarah Larochelle is a Director at Pathstone. Sarah works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Sarah joins Pathstone from Crestone Capital. Prior to Crestone, Sarah spent six years at J.P. Morgan in New York, most recently working as an investment specialist within alternative asset management. In this role, she invested in third party hedge funds and private debt funds on behalf of institutional clients. Before her role as an investment specialist, she worked as an analyst at J.P. Morgan Private Bank, advising high net worth international clients.
Sarah received her Bachelor of Arts in math and economics from Bowdoin College. She is a CFA® charterholder and a member of both CFA® Institute and CFA® Society Madison.
