Full Name
Sarah Tipple
Job Title
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Speaker Bio
Sarah Tipple is Vice President and Head of Advisor Technology & Reporting at Bernstein Private Wealth Management. She is responsible for the strategy and evolution of the advisor technology platform, driving adoption of tools to improve advisor efficiency, and overseeing Bernstein's full reporting offering. This includes prospecting and transition reporting, internal and web-based client reporting, and consolidated reporting for UHNW clients.

Prior to her current role, Sarah served as a Senior Business Process Analyst where she identified technology and process solutions to drive the evolution of PWM client service roles. Her projects included redesigning the new account opening process and implementing self-service cashflows on the web and mobile app.

Before joining Bernstein, Sarah worked for US Army Europe as a civilian, running a section of Army Emergency Relief and the Financial Readiness Program for soldiers. She also worked as a financial analyst at Alltel Corporation.

Sarah graduated from Tulane University with a BSM in Finance and Accounting and holds the Project Management Professional (PMP) certification.
Sarah Tipple