Sarah Pifer, CFP®

Ms. Pifer joined Treasury Partners in 2019 as a member of our Wealth Management team. Her core areas of focus are portfolio analytics, performance reporting, and delivering a customized and differentiated client experience.

Previously, she was an Associate Advisor at Fieldpoint Private in New York City, where she partnered with David Zoll, who led one of the firm’s most successful advisory practices.

Ms. Pifer began her career in financial services in 2007 as an Analyst in the Equity Sales and Trading division at Lehman Brothers. She later transitioned to Barclays Wealth during the 2008 merger.

At Barclays Wealth, she was part of Team Zoll, focused on servicing high-net-worth clients, private foundations and privately held companies. Ms. Pifer was awarded the 2010 Barclays US Citizenship Award for spearheading philanthropic opportunities for the Barclays Wealth division. In 2012, she was also an appointed member of the firm’s Analyst Advisory Committee.

Ms. Pifer holds the Certified Financial Planner™ (CFP®) designation and the Certified Investment Management Analyst® (CIMA ®) certification, as well as the Series 7 and 66 licenses.

She is a graduate of St. Lawrence University with a BA in Government. She enjoys playing tennis, is a New York sports fan, and lives in North Carolina with her husband, Randy, and their daughters.