Senior Portfolio Manager
Chief Investment Officer of Munn Wealth Advisors, Sarah Berndt began her career in the Investment Management Industry in 1977. She started in the brokerage area but as the industry developed Sarah later found her talents best utilized as an Investment Advisor. She spent over 15 years in the Trust and Investment area of one of the area's large regional banks and managing the team of portfolio managers for 7 of those years. Sarah felt that clients are better served in a smaller more focused environment therefore she left to become a partner in an investment boutique which enabled her to build strong, lasting relationships with her clients. Such interaction allows for the creation of customized portfolios to meet each client's investment objectives, tax situation and risk tolerance.
Over 30 years of experience has provided Sarah with exposure to every type of market occurrence including oil embargoes, savings and loan crises, wars, dot-com mania, recessions, expansions, housing bubbles and banking chaos.. Though every event is different and market reactions will vary, such experience is invaluable when navigating the financial waters through times like these. Sarah graduated Summa Cum Laude from Lourdes College and has her Series 65 License (Uniform Investment Advisor Law Examination). She is an active parishioner in Resurrection Polish National Catholic Church and is a proud supporter of Lourdes College.