As a Senior Advisor, Sara works closely with clients to provide integrated wealth management advice. Collaborating with a client’s team of advisors, Sara oversees the implementation of customized investment solutions for our clients. Prior to joining DBP, Sara was a founding member of WaterStreet Investment Consultants, an institutional investment consulting firm managing over $2 billion. As Senior Investment Consultant and Director of Research, Sara consulted with clients on investment policy, asset allocation, and investment manager selection. She also led the firm’s Investment Committee responsible for investment manager due diligence and capital markets research. Sara began her investment career at Smith Barney as an analyst in the Institutional Consulting Group. She graduated summa cum laude from Texas Tech University with a Bachelor of Business Administration in Finance. Sara is a Chartered Financial Analyst Charterholder, is a member of the Board of Directors for the CFA Society of Austin, and is a member of the Investment Management Consultants Association.