Sarah Mercurio

Wealth Counselor, CFP®
+312 364 8141
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Sarah is a senior wealth counselor in William Blair's Private Wealth Management group where she works with high-net-worth families, business owners, corporate executives, foundations, and endowments in the review of investment and spending policies, and analysis of asset allocation and wealth planning issues such as risk planning, estate planning and tax efficiency.

Prior to William Blair, Sarah worked at Brinson Partners as an associate director in the pooled investments group. Prior to that, Sarah worked at Brown Brothers Harriman where she started in their management training program and focused on institutional clients.

Sarah is a member of the Financial Planning Association and Chicago Estate Planning Council.

Sarah received her B.A. from the University of Connecticut.

Learn more about the Cultra-Wertz-Mercurio-McKinley Team