Sarah serves as Operations & Performance Director for WST. A member of the firm's Investment and Compliance Committees, she directs account administration and is responsible for defining and maintaining firm composites. Sarah oversees the implementation the Global Investment Performance Standards (GIPS) and supervises GIPS marketing compliance efforts.
Sarah served previously as the firm's Chief Compliance Officer. She joined WST in 2011 after spending several years as a Financial Account Manager for a Virginia Beach-based company. A Virginia Beach native, Sarah graduated from James Madison University with a bachelor of Business Administration in Finance.
Sarah served previously as the firm's Chief Compliance Officer. She joined WST in 2011 after spending several years as a Financial Account Manager for a Virginia Beach-based company. A Virginia Beach native, Sarah graduated from James Madison University with a bachelor of Business Administration in Finance.
Services
Serving our communities through volunteering and sponsorships is a cornerstone of our mission and culture. WST's culture reflects a broad cross-section of interests and passions, connecting us with the civic leagues, schools, charities and causes that make up the communities we share with our clients.
Principal and Portfolio Manager Larry Bernert discusses WST's approach to strategic wealth management. We know there's no substitute for experience, and we offer a lot of that. But we also believe that experience is no substitute for listening, so we begin our process by listening to you. People come to us because they want guidance on some important questions, but the answers aren't the same for everyone.
WST brings to bear a depth of fiduciary experience both as Advisor and Trustee; our Principals are proud to serve an average of five non-profit organizations in the capacity of board or committee member. We understand the privileges and demands of stewardship. As a community minded firm, we feel we serve our clients best by joining in their vision for the community or cause they serve.
Through sub-advisory engagements, WST becomes part of the wealth management toolkit for advisors who are either looking to enhance efficiency, or who simply choose to focus their efforts on financial planning and client service. Our offering exists to advance your value proposition as an advisor.
Our partners have access to WST's research, investment personnel and the investment models we use to manage the portfolios of our own High Net Worth and institutional clients.In most situations, Advisors will lean on our investment capabilities and leverage our trading, reporting and client service resources.
Our partners have access to WST's research, investment personnel and the investment models we use to manage the portfolios of our own High Net Worth and institutional clients.In most situations, Advisors will lean on our investment capabilities and leverage our trading, reporting and client service resources.
WST was recognized for it's 69th place in 2020. According to CNBC, For the third year in a row, the CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year's FA 100 list.
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