Sarah Maitre (CFA, CFP®)

Additional Information

Before founding Camriel Advisors, I was Head of Business Strategy at Surveyor Capital, a hedge fund unit within Citadel, one of the world’s leading investment firms. Over more than seven years at Citadel, I worked closely with portfolio managers to build their businesses and investment strategies, manage investor relationships, and analyze portfolio risk and performance across a wide range of market environments. Prior to Citadel, I performed investment selection and risk management for portfolios at the Berkeley Endowment Management Company, where I helped manage $1 billion in assets, and at Fiduciary Research and Consulting, where I worked with $9 billion in assets. I also spent three years at KKR, focusing on portfolio risk and performance analysis. With deep experience helping sophisticated investors manage and grow their portfolios, I now bring that same expertise to individuals and families, offering highly personalized guidance and education on long-term wealth planning, retirement, education savings, and legacy building. As both a CFA charterholder and a CFP® professional, I bring a depth of technical knowledge and investment insight that is rare among financial advisors, enabling me to deliver a high standard of advice. I have been a CFA charterholder since 2015, a prestigious designation recognized for its challenging curriculum and exceptionally low pass rate. I hold a B.A. in Economics and Commerce, Organizations, and Entrepreneurship from Brown University, where I was an All-American on the Division I women’s water polo team, setting six program records that remain unbroken today.