Sarah DerGarabedian, CFA

Experience

• 

  Parsec Financial

  Nov 2005 - May 2023

  Oversee the Investment Management department and ensure there is a proper structure for supporting the firm's investment process and strategic goals. Supervise and develop Traders, Senior Portfolio Managers, Portfolio Managers, and Research Analysts. Establish and implement Investment Policy Committee guidelines regarding asset class, market cap, sector and individual security weightings and oversee model creation and maintenance. Guide firm management in establishing investment and portfolio management policies and procedures that are consistent with standards and regulation. Work with executive management and department heads to successfully advance all strategic goals and objectives of the firm. Provide internal as well as external written content for marketing and client communications, conduct quarterly client webinars and media appearances (such as CNBC's Halftime Report). Direct the assimilation of newly-acquired firm assets. Show less Research responsibilities: create and present in-depth due diligence on covered securities (individual stocks, mutual funds, and ETFs) to the Investment Policy Committee. Screen for new investment ideas, develop and maintain model portfolios for various asset allocations. Trading responsibilities: Execute daily trades and firm-wide block trades (initially submitted on paper trade sheets, then via Advent's Moxy with FIX capabilities). For block trades, work with custodial trading desk to determine appropriate trading algorithm to ensure both sell and buy sides complete within one trading day. Show less

  • Director of Investment Management

    Jan 2019 - May 2023

  • Director of Portfolio Management

    Jan 2015 - Dec 2018

  • Portfolio Manager

    Jan 2013 - Dec 2014

  • Director of Research

    Jan 2011 - Dec 2012

  • Research and Trading Associate

    Nov 2005 - Dec 2010
• 

  Modera Wealth Management

  Apr 2023 - now

  Director of Investment Management