Sarah Wiewel, CFA

Sarah Wiewel, CFA

Director, Investments

2 years at
the Firm
9 years in
the industry

Sarah Wiewel, CFA®, serves as a Director on the Investment Team at Tolleson Wealth Management. She is responsible for portfolio management and manager due diligence across client public equity and hedge fund allocations. She also plays a lead role in developing impact investing strategies, helping client families better align their portfolios with their values. Sarah joined the firm as a Manager in 2018 and was promoted to Director in 2020.

Before joining Tolleson Wealth Management, Sarah was an Investment Analyst at True North Advisors, specializing in public equity and fixed income due diligence. She also was a content writer for the firm’s investment blog and helped customize investment portfolios for client and prospects. Prior to joining True North, Sarah was a Senior Portfolio Strategist for Schooner Investment Group in Massachusetts. She was the firm’s product specialist for several equity options trading strategies.

Sarah earned a Bachelor of Honors Economics from Boston College and continued her education by earning a Chartered Financial Analyst designation. She is a co-founder of DFW Sustain, a local networking group focused on raising awareness and education around impact investing. She is an active member of the CFA DFW Society.

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