Sabra J. Bartlett, CFA, President

Sabra has 20 years of experience in the marketing and sales of investment management products. Having been a fixed income product specialist in Prudential’s Capital Markets Group, she started an insurance asset management group within Prudential to manage money for other insurance companies. Two years later, she moved to Scudder Stevens & Clark, where she was solely responsible for sales and marketing for Scudder Insurance Asset Management (SIAM). During her six-year tenure, SIAM raised over $1 billion a year; and Sabra was responsible for gaining the largest client in the firm’s history – a $3.5 billion relationship.

When Scudder was acquired by Zurich Re, Sabra moved to a consulting role, working with a broad cross-section of investment management firms, conducting market research, developing marketing and positioning strategies, conducting presentation coaching, and overseeing the production of marketing literature. In 1999 she went to work for one of her clients, Middleton & Company. During her two years with Middleton she developed a network of referral sources in the high net worth market and targeted the New England foundation and endowment market.

Sabra is a member of the St. Lawrence University Board of Trustees and is an active fundraising volunteer for several charitable and performing arts organizations in Southeastern Connecticut.