Portfolio Management

Sarah Whitelaw, CFA

Managing Director
& Portfolio Manager

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 is a member of the CFA Institute and is a holder of the Chartered Financial Analyst designation.

Volunteer work:

Hanna Boys Center, Board of Trustees & Investment Committee (Chair)

Safe & Sound, Board of Directors

Dominican Sisters of San Rafael, Investment Committee

Education:

Tuck School of Business at Dartmouth, M.B.A.

Dickinson College, B.A. in International Studies

What attracted you to HCP?

The people and business model. The cherry on top was the prominence of women in leadership roles.

What do you enjoy doing in your free time?

Corralling my two kids under the age of 10 as well as a puppy. I love exploring new restaurants, attending live music, making playlists in Spotify, and playing a mix of sports.

Little known fact(s) about me:

My emails would be littered with typos now if it weren’t for spellcheck. This is notwithstanding the fact that while in the 6th grade, I was proficient enough at spelling to win the Vermont State spelling bee team competition.

Ask me about:

Non-pandemic activities such as the San Francisco restaurant scene and best local venues for live music

Anything Boston sports!

Sarah Whitelaw

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 is a member of the CFA Institute and is a holder of the Chartered Financial Analyst designation.

Volunteer work:

Hanna Boys Center, Board of Trustees & Investment Committee (Chair)

Safe & Sound, Board of Directors

Dominican Sisters of San Rafael, Investment Committee

Education:

Tuck School of Business at Dartmouth, M.B.A.

Dickinson College, B.A. in International Studies

What attracted you to HCP?

The people and business model. The cherry on top was the prominence of women in leadership roles.

What do you enjoy doing in your free time?

Corralling my two kids under the age of 10 as well as a puppy. I love exploring new restaurants, attending live music, making playlists in Spotify, and playing a mix of sports.

Little known fact(s) about me:

My emails would be littered with typos now if it weren’t for spellcheck. This is notwithstanding the fact that while in the 6th grade, I was proficient enough at spelling to win the Vermont State spelling bee team competition.

Ask me about:

Non-pandemic activities such as the San Francisco restaurant scene and best local venues for live music

Anything Boston sports!