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Asset Management & Client Services

Sarah Caplice, BA Associate

Sarah Caplice, BA

Sarah supports Westcourt Capital Corporation’s Asset Management & Client Services team with the preparation and communication of investment material for client meetings. She also supports the private markets research team with the monitoring and maintenance of investment products and research reports.

While completing her academic studies, during summer internships, Sarah was 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 a summer 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 in 2017 from Dartmouth College, New Hampshire, with a Bachelor of Arts degree majoring in Government. While attending Dartmouth, Sarah was a member of the Women’s Varsity Rowing team and a volunteer at Mount Lebanon School.