Sarah E. Parker, AIF ®

Senior Managing Director, Institutional Consulting Group

 

Sarah spearheads the firm’s defined contribution thought leadership and authors Fiduciary Focus. As a Senior Managing Director, Sarah serves institutional clients, reviewing monthly and quarterly performance results, investment goals and objectives, asset allocation, investment policy statements, and manager searches and due diligence. Sarah’s clients include endowments, foundations, hospitals, insurance companies, and corporate retirement plans. She co-chairs Clearstead’s women initiative, EmpowerHer, became a Shareholder in 2017, and is an Investment Committee member for the Profit Sharing Council of America (PSCA).

Sarah is an MBA graduate from Case Western Reserve University’s Weatherhead School of Management with a concentration in Finance. She received her BA in Finance from Cleveland State University with Honors. Sarah is also a member of Dress for Success Cleveland and Empowering and Strengthening Ohio’s People (ESOP).

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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