SARAH CLARK

Managing Director, Senior Institutional Portfolio Strategist

Professional Profile

Sarah is a Managing Director and Senior Institutional Portfolio Strategist within the Institutional Investments group at Bank of America Private Bank. She is responsible for the development and execution of clients’ investment objectives, which include strategic asset allocation, tactical asset allocation, manager section, and portfolio construction. Sarah focuses on both the short- and long-term needs of endowments, foundations, charitable trusts and pension plans, helping them obtain clarity about the financial implications of missions and investment strategies.  

Sarah has more than 35 years of investment management experience.  Prior to joining the firm, Sarah was a Founding Partner of King Pine Investments, an Outsourced Chief Investment Officer firm. Prior to that, Sarah was Head of Strategic Solutions at Commonfund for 15 years.  In both firms, she focused on designing and implementing investment solutions for non-profit organizations.

Sarah holds an B.A. degree in Economics from Lafayette College.   She also serves on the Board of Trustees at Miss Porter's School and chairs the Invesment Committee.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.