Zimmerman Wealth Management, LLC™ is pleased and excited to welcome the newest addition to our firm, Sara Hostalet. Sara joins us as a Financial Planning Associate.
Since receiving her first financial calculator at the age of 11, Sara has been passionate about finance. She began her career at Fairpointe Capital in 2011, where she progressed through a variety of roles including Research Analyst. Most recently she served as Manager of Institutional Clients and Investor Relations at Ariel Investments.
Through her decade of experience in the investment management industry, Sara has gained a deep understanding of the equity markets. Add to that her strong skill set (she is a CFA Charterholder, see below), and she is ready to help us design strategies that keep clients on the pathway to achieving their long-term goals.
Sara earned a BA in Economics at Emory University. She is a Chartered Financial Analyst (CFA) Charterholder and is currently pursuing the Certified Financial Planner (CFP®) designation.
Sara is active in a number of organizations, including Rock the Street, Wall Street, an organization which encourages and mentors young women to pursue a career in finance while learning about investments in real life situations. An Evanston native, Sara lives in Chicago and enjoys hiking with her labradoodle, woodworking and the Chicago Cubs.
Sara may be reached at SEH@ZimmermanWealth.com and at 847-556-3209.
Please join us in welcoming Sara Hostalet to Zimmerman Wealth Management, LLC™!