Director of Operations
Sara Southwood is Director of Operations at 21/64. She brings over 13 years of financial services and private wealth experience to her role in managing and improving operations and processes across the 21/64 organization, and as a 21/64 Certified Advisor and next gen herself, she is passionate about helping 21/64 achieve its mission. Prior to her current role, Sara was also the Director of Client Engagement at 21/64.
Sara began her career in the hedge fund industry, first as a hedge fund analyst at MIO Partners, the investment office of McKinsey & Co., and then as Director and Head of the Business Development Support Team at HedgeServ, a leading hedge fund administrator. Her understanding of investment strategies, work in business operations and passion for working with families led her to join the Redwoods Initiative, where she created financial learning plans and led investment education workshops to empower individuals and families in private wealth. Sara also provided coaching to next gens at through the Blueprint Project.
Sara earned a B.A. in International Political Economy from Fordham University. She completed postgraduate course work at the Ackerman Institute for the Family in New York City and is a CTI Co-Active Coach. Sara lives in Indianapolis, IN and enjoys traveling and scuba diving.