Sarah J. Laird
Senior Registered Client AssociateAn essential part of the Lightship Capital Management team, Sarah is responsible for client planning, investment and operational needs. She also helps create and manage financial plans and investment portfolios, and oversees client reporting, technology and onboarding.
Aside from managing research and strategy for the practice’s sustainable investing portfolios, Sarah serves as a valuable bridge between clients and the firm’s technology platforms, and seeks to provide a high-level of client service and satisfaction.
Before joining Lightship Capital Management in March 2015, Sarah spent several years in a financial advisory practice in Boston as an investment planning assistant. She holds her Series 7 and 66 licenses, as well as a B.A. in English from St. Edward’s University in Austin, Texas.
