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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 Prudentials
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 firms 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.
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