“I have a lot of empathy for my clients, based on both my personal and professional experiences,” Sandy explains. “I make myself available to find out what my clients are going through—difficult times and celebrations— so we can help them achieve their very real personal goals.” It’s about balancing the “qualitative” aspect of a friend with the rigorous quantitative analysis needed in finance.

Clients appreciate Sandy’s ability to reflect their values in her suggestions and expertise. As one appreciative client observed, “You’ve covered difficult ground with quiet assurance. We feel most confident in your care.”

EXPERIENCE

Sandy’s personal approach is evident whether she’s providing trust and investment advice and fiduciary support to individuals, families, endowments, foundations or charitable and nonprofit organizations.

With over 30 years of experience in both personal and institutional investment management, she helps her clients reach their financial goals and manages equity, fixed income and alternative investment portfolios using a comprehensive wealth management approach. Ongoing consultation with her expert external advisors further strengthens her unbiased recommendations and strategies.

AUTHENTICITY

“Clients are not interested in being sold; they’re looking for help from real people,” Sandy says. “At First County Advisors, we understand how to conduct ourselves as caring professionals,” a characteristic that is anchored in First County Bank’s long history of service to its communities. “Who I am professionally and personally is the same.”

As evidence, she was honored with a BRAVA Award from the YWCA Greenwich, which recognizes outstanding women achievers and community mentors. She is dedicated to volunteering with numerous local organizations focused on quality of life across all generations.