Sara Gallucci

Sara has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. She has over eight years of experience helping clients achieve their goals through comprehensive wealth planning and investment management.

Prior to joining AlTi, Sara was a Senior Associate Relationship Manager at Geller Advisors where she worked with a number of ultra high net worth clients on complex investment, estate planning, and pre-transaction planning matters.

Earlier in her career, Sara was a portfolio analyst at BNY Mellon Wealth Management providing analytical support for client portfolios, creating Socially Responsible Investing proposals and acting as corporate trustee for various clients.

Sara received her Bachelor of Science in Finance, with a minor in Law, from Bentley University and is a Chartered Financial Analyst® and Certified Exit Planning Advisor.