Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sarah Berg
Senior Philanthropy Advisor
簡歷
Sarah Berg, Executive Director, serves as a Senior Philanthropy Advisor at J.P. Morgan Private Bank, The Philanthropy Centre which provides clients with insights and services to help meet their financial and philanthropic goals through innovative advice, thought leadership, and collaborative opportunities.
Prior to joining J.P. Morgan, Sarah served as Officer, Philanthropic Networks and Partnerships at The Pew Charitable Trusts. She was involved in managing Pew’s donor advised fund platform and built strategic partnerships to have greater impact. She worked with ultra-high net worth families for over a decade in an advisory role, providing philanthropic advisement and strategic planning to families, nonprofits, and foundations. As a senior wealth advisor, Sarah was also responsible for strategy and execution of financial decisions for complex, multinational, and multigenerational families in a DC based multi-family office.
She received double major B.A. in Political Science and French from Calvin College and is a Certified Financial Planner™. Sarah has served on several boards focused on community development and women’s philanthropy.
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