Sarah Nelson Rumph
Director de Investigación - Acciones en BBR Partners LLC .
Perfil
Ms. Sarah N.
Rumph, CFA, is Partner, Head of ESG & Director of Research at BBR Partners LLC.
Her responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios.
She joined the firm in 2009.
Prior to joining BBR, she was an Associate at Tremont Capital Management, where she performed due diligence on Relative Value and Emerging Market Credit funds.
She also served as an Analyst at Offit Capital Advisors, where she worked with the Client Service and Research teams, conducting analysis, serving as a point of contact for clients and assisting with manager due diligence.
She graduated from Skidmore College with a BA in Business and Economics.
Cargos activos de Sarah Nelson Rumph
| Empresas | Cargo | Inicio |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Director de Investigación - Acciones | 01/03/2009 |
Antiguos cargos conocidos de Sarah Nelson Rumph.
| Empresas | Cargo | Fin |
|---|---|---|
Tremont Capital Management, Inc.
 Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Corporate Officer/Principal | 31/12/2008 |
Offit Capital Advisors LLC
 Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Corporate Officer/Principal | - |
Formación de Sarah Nelson Rumph.
| Skidmore College | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Tremont Capital Management, Inc.
Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Finance |
Offit Capital Advisors LLC
Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Finance |
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