Portfolio Management

Sarah H. Whitelaw, CFA

Managing Director

Sarah Whitelaw is a Managing Director at Hall Capital Partners LLC and a member of the firm's Portfolio Management practice in San Francisco. She is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios. Ms. Whitelaw also serves on the firm’s Investment Review Committee.

Prior to joining the firm in 2008, Ms. Whitelaw 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, opportunities for portfolio diversification, trust and 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 on the Board of Trustees and is Chair of the Investment Committee of the Hanna Boys Center. She is also a member of the Board of Directors of Safe & Sound and of the Investment Committee of the Dominican Sisters of San Rafael.

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.