Sarah Norris

WORK HISTORY

EDUCATION

SKILLS

ABOUT SARAH NORRIS

Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Chicago. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sarah is also a member of BBR’s Investment Committee and BBR Connect.Prior to joining BBR, Sarah was an Executive Director in the Private Bank at JP Morgan where she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Prior to working in the Private Bank, Sarah was selected as a First Chicago First Scholar where she rotated through various departments at the bank which included the fixed income trading desk and mortgage banking.Sarah holds an MBA from Northwestern University Kellogg School of Management and a BA from Brown University with a concentration in International Relations and a minor in Economics. Sarah serves on the board of trustees for the Latin School of Chicago and is Chair of the school’s Investment Committee. She also is a member of the Investment Committee for the Jewish United Fund.Sarah lives in Chicago with her husband and four children. She enjoys traveling with her family and is always planning the next adventure. She is a purpose-driven leader with proven experience building and managing successful teams and a senior private wealth management executive with expertise in understanding family dynamics, constructing investment portfolios, and designing strategic financial plans. She understands nuanced market dynamics and complex inter-generational relationships and manages investment portfolios with tactical asset allocation models. A proven leader in the financial services industry, she is powered by empathy with a collaborative approach to problem-solving. She values creating success for those around her and fostering a compassionate corporate culture.