Sarah Hargreaves
Analyst, Investment Management and Research
- Provides advanced technical, consultative, and platform-based support on a variety of topics to advisors and clients, particularly as it relates to Commonwealth’s Preferred Portfolio Services® (PPS) Select program.
- Identifies strategies to enhance model portfolio adoption and responds to advisor inquiries
- Holds the FINRA Series 7 and 66 securities registrations
- Earned a degree from Elon University