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Sarah Heaslip Whitelaw, CFA
Associate
Sarah Heaslip Whitelaw is an Associate at Hall Capital Partners LLC and a member of the
Firm's Portfolio Management practice.
Ms. Whitelaw joined the Firm in 2008. Previously, she was an Investment Representative in
the Private Wealth Management group in the San Francisco office of Morgan Stanley where
she advised individuals and families, family offices, endowments, and foundations on
investment strategy, current market conditions, and opportunities for portfolio diversification,
trust & estate planning, and private banking needs. Previously, Ms. Whitelaw was an Assistant
Vice President at Wellington Management Company where she was responsible for business
development and relationship management with West Coast investment consultants to large
corporate and public pension plans, endowments, and foundations. Prior to joining Wellington,
Ms. Whitelaw started her career with Brown Brothers Harriman & Company in Boston.
Ms. Whitelaw serves as the Co-Chair of Scholarship and is a member of the Board of Directors
and the Investment Committee for the Financial Women's Association of San Francisco. She is
also a member of the Hanna Boys Center Investment Committee, and a member of the Full Circle Fund, an engaged philanthropy organization.
Ms. Whitelaw holds a B.A. in International Studies from Dickinson College and an M.B.A. from
the Tuck School of Business at Dartmouth. She is a member of the CFA Institute and is a
holder of the Chartered Financial Analyst designation.
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