Full Name
Sarah Norman
Job Title
Director, Senior Investment Strategist, Sustainable & Impact Investment Strategy
Company
Bank of America Merrill & Private Bank
Speaker Bio
Sarah Norman is a Director and Senior Investment Strategist for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she is responsible for delivering investment guidance and driving the strategic direction of the CIO Sustainable and Impact Investing strategy through the investment process supporting Merrill and Bank of America Private Bank. Sarah has helped drive the development and advancement of CIO capabilities and value proposition to advisors and clients across wealth management channels.

Previously, as an Investment Strategist for the Portfolio Solutions Desk for Merrill Lynch Wealth Management, Sarah delivered guidance on investment strategy implementation through equities and equity linked products, structured products and alternative investments for financial advisors and clients, and acted as the non-U.S. equities specialist on the desk.

Prior to joining Merrill, Sarah worked for Morgan Stanley Wealth Management’s Portfolio Strategy & Research Group in New York, globally producing and marketing international equity strategies. Sarah began her finance career with Citi Smith Barney and the Private Client Investment Strategy Group based in London.

Sarah earned a B.A. degree and First Class Honors from the University of Sussex, England.
Sarah Norman