
Senior Donor-Advised Fund Specialist
Sarah Brody is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
Sarah is a part of The Philanthropy Centre and specializes in donor-advised funds. In this role, Sarah is primarily focused on developing initiatives to enhance J.P. Morgan Private Bank’s Donor-Advised Fund program, the J.P. Morgan Charitable Giving Fund.
Sarah began her career on the J.P. Morgan Philadelphia Private Bank team, where she worked to address the investment, banking, planning, fiduciary and charitable needs of ultra-high-net-worth individuals, families, and endowments and foundations. She then moved to New York and worked in a strategy and chief-of-staff capacity for the CEO of J.P. Morgan’s Wealth Management Solutions business.
Sarah is a CFA® (Chartered Financial Analyst®) charterholder. She Sarah graduated from Haverford College with a Bachelor of Arts in Economics.