Director of Client Engagement
Sara Southwood brings over 11 years of financial services and private wealth experience to her work engaging individuals, families, and organizations in multigenerational conversations. As a Director of Client Engagement at 21/64 and a next gen herself, Sara is passionate about helping clients discuss the challenging topics of family, money and making decisions together based on their individual and shared values.
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 eventually 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 provided financial education to empower individuals and families in private wealth. Originally from the Midwest, she now calls New York City home and enjoys traveling and scuba diving.
- Bachelor of Arts, Fordham University
- Postgraduate course work at the Ackerman Institute for the Family, in training
- CTI Co-Active Coach, in training
- 21/64 Certified Advisor
- MBTI Certified Practitioner
- Certified Financial Education Instructor