The Balancing Act – 3rd Quarter Commentary
Sarah Bomhoff, CFA, CIPM
July 20, 2023
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Sarah Bomhoff, CFA, CIPM
Principal, Chief Investment Officer
Sarah leads our investment committee to shape our investment choices and manages our portfolios.
About
Sarah Bomhoff, CFA, CIPM
Sarah Bomhoff, CFA, CIPM serves as our Chief Investment Officer and became a Principal in 2023. Sarah leads our investment committee process and works with clients to design portfolios that fit their goals. As a Chartered Financial Analyst® (CFA®) charterholder and Certificate in InvestmentPerformance Measurement (CIPM®) certificant, Sarah holds herself to the high, client centered, ethical, and educational standards these designations promote.
Past experience
Sarah graduated Summa Cum Laude from the University of Central Missouri where she had the opportunity to play varsity soccer. Her interest in the stories and patterns created from data points first led her to a degree in history with a minor in political science. After college, an opportunity to work at a boutique Third Party Administration firm allowed her to capitalize on these attributes and generated a career path at a Kansas City based fund management firm. There, her work involved performance analysis, research, and risk analytics on a suite of mutual funds.
Over the past several years, Sarah has used her experience to help our team navigate the financial markets. She is a student of the balance between risk and return. Her favorite part of her job is creating and implementing long-term strategies. She especially enjoys communicating and working with clients as these strategies are put to work.
In 2021, Sarah was recognized as a CityBusiness Money Makers and her commentary has been published in Biz New Orleans and CityBusiness. Passionate about financial education, you may find her speaking to groups around the City, including presenting at Money Moves seminars. She is an active member of the Trinity Church and School community.
On the weekends you can find her enjoying the New Orleans food scene, working in her garden, hosting out-of-town family and friends, volunteering with Trinity Episcopal Church’s youth group, and attempting to keep up with her young son.
CFA®, Charted Financial Analyst®, and CIPM® are registered Trademarks owned by CFA Institute.
