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Sarah Li, CFA, FRM, CAIA, CPA

 

As the Senior Investment Analyst & Tax Consultant, Sarah provides analysis for the firm’s proprietary investment models, supports in offering market commentary and insights, and assists in tax preparation and consultation.

Sarah has earned the Chartered Financial Analyst® designation.  The CFA® designation is widely recognized around the world because of it focus on analysis, investment knowledge, and ethics.  Additionally, she holds the Financial Risk Manager (FRM®) designation certified by the Global Association of Risk Professionals and the Chartered Alternative Investment Analyst (CAIA®) designation through the Chartered Alternative Investment Analyst Association..

Finally, she is a Certified Public Accountant (licensed in The Commonwealth of Virginia) and qualified Investment Advisor Representative (Series 65). 

 

Sarah has earned a Master of Finance degree from Tulane University and a Master of Accounting degree from the College of William & Mary.  Additionally, she completed her undergraduate studies in China obtaining a Bachelor of Economics and a Bachelor of Management degree.  

Sarah is very happy to move back to Williamsburg after being away for a short time.  She enjoys traveling, reading, and spending time with her family and friends.