Sarah Dailey

Portfolio and Client Account Specialist, Agriculture


Sarah is responsible for developing and managing client relationships for the firm’s agriculture group. In this role, Sarah crafts responses to due diligence requests, client presentations, quarterly reports, portfolio updates, webinars, annual meetings.  She is also involved in coordinating and supporting activities associated with the business development team.  Prior to joining the firm in 2021, Sarah was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith where she designed and implemented custom portfolios and wealth management strategies for high-net worth individuals.  Prior to joining Merrill, Sarah worked at Meketa Investment Group as the private markets marketing & business development coordinator.  Prior to that, Sarah worked at Park Street Capital, a Boston-based private equity fund-of-funds, for thirteen years serving as vice president of investor relations and senior research associate for the firm’s natural resource funds. 

  • Education: B.S., Marketing, Boston College
  • Joined the company: 2021
  • Began career: 2002



United States

Service Languages

  • English