Sarah Hannibal, CFA®, CPA (inactive), MBA
Managing DirectorSarah specializes in helping business owners and entrepreneurs to intentionally align their corporate and personal financial goals and aspirations. As a Chartered Financial Analyst®, she offers an unbiased perspective on financial statements, complex tax situations, and risk scenarios, providing clear recommendations to help clients make confident, informed decisions.
Her clients frequently describe Sarah as their biggest advocate, a problem solver, and a thinking partner. Her goal is to help clients achieve financial freedom, building deep and long-lasting relationships to understand their definition of success, determine realistic goals, and develop a cohesive plan to accomplish their objectives.
Prior to joining Wealthspire Advisors, Sarah spent 30 years advising clients in roles spanning investment management, research, and accounting.
She is also focused on giving back to her community and mentoring fellow professionals, having served on the Women’s Advisory Committee of the CFA Society of Cleveland and currently acting as a board member of Gilmour Academy in Gates Mills, Ohio.
Recently relocating with her family to Bloomfield Hills, Michigan, Sarah is looking forward to making new connections and immersing herself in their community.
Previous Experience
- Co-Founder of Walden Wealth Partners
- Partner at GEM Asset Management
- VP, Investment Specialist at JPMorgan Private Bank
- Audit Manager at Deloitte
Education & Credentials
- MBA, University of Michigan Ross School of Business, with distinction
- BA, Miami University, Accounting
- Chartered Financial Analyst® (CFA®)
- Certified Public Accountant (CPA, inactive)
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
