Sarah Hargreaves, Platform Manager
Sarah Hargreaves is a platform manager at Commonwealth. In this role, she helps manage Commonwealth’s discretionary investment management solution, PPS Select. She provides consultative and platform-based support on a variety of topics to advisors and proactively identifies opportunities to enhance the adoption of the platform. Sarah has been with Commonwealth since 2015. She holds FINRA Series 7 and 66 registrations.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.Deliver More Value to Clients by Outsourcing Investment Management
Learn how outsourcing investment management can save you time, allowing you to enhance your value proposition to clients while scaling your business.
Sarah Hargreaves
12.13.23
Has Sustainable Investing Reached a Tipping Point?
Demand for sustainable investments (and asset flows!) has amplified throughout the course of the year. But has the coronavirus precipitated a tipping point in the space?
Sarah Hargreaves
08.07.20
What Should Clients Read to Learn About Financial Literacy?
Reading up on financial literacy can help your clients better prepare, plan, and save for the future. Here are some books we recommend on the topic.
Sarah Hargreaves
03.25.20