Sarah Caplice, CIM
Principal
Sarah Caplice, CIM
Sarah works alongside Westcourt’s Portfolio Managers in constructing, managing, and monitoring investment portfolios which are tailored to meet client goals and objectives and ongoing client services. Sarah is registered as an Associate Portfolio Manager and Dealing Representative.
Prior to joining Westcourt, Sarah held an internship as an investment analyst at Pandion Investments Ltd., a private family investment company. At Pandion, Sarah worked closely with management and contributed to the firm’s investment strategy by assisting in identifying future opportunities and target markets. She also assisted in monitoring a variety of asset classes and in evaluating and screening potential investment products. Sarah was also an intern analyst at BMO Capital Markets in the Global Fixed Income, Currencies & Commodities group, where she quoted foreign exchange pricing to the bank’s branches and direct-dealing clients.
Sarah graduated from Dartmouth College in 2017 with a Bachelor of Arts degree, majoring in Government, and was a member of the Women’s Varsity Rowing Team. She holds the Chartered Investment Manager (CIM) designation.