Senior Wealth Strategy Associate
The Capital ESOP Group, UBS
Washington, DC
Sarah joined UBS in 2017 as part of an institutional consulting team and, in 2019, brought her passion for working with entrepreneurs toTheCapital ESOP Group.Since then,she has dedicated her career to helping business owners navigate the ESOP process while providing actionable insights into the economic impact of ESOPs and IRC §1042 elections.Sarah also works closely with clients throughout the §1042 deferral process and plays a key role in the creation of their Qualified Replacement Property portfolios.She is committed to empowering business owners with the knowledge to make informed decisions that support both their financial goals and their families’ long-term well-being.
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Monday, April 6, 2026
11:30 AM - 12:10 PM CDT