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Sarah Abernathy, CFA®, CAIA®

Senior Investment Analyst - Multi-Asset Research, Envestnet

Women in Wealth Program & Reception: Planning for Investment Risk in Today’s Market


This educational Women in Wealth program series is a community event designed for women practitioners to learn from peers and subject matter experts. Join experts and your peers for an interactive program, which includes two panels featuring sponsoring firm thought leaders, led by IWI moderators.

Alternative & Private Market Investments moderated by Tony Davidow, CIMA®

    • Assess traditional and alternative investment strategies, techniques, and products
    • Adding private investments into a portfolio


Sarah Abernathy is a director and senior investment analyst for Envestnet | PMC.  In this role, she conducts research and due diligence on multi-asset strategist and factor-based investment managers, develops model portfolio allocations and supports the strategic development and implementation of advisory services and capabilities. Prior to joining Envestnet | PMC, Abernathy served as the director of consulting services for FDx Advisors. In that role, she consulted with advisors on custom allocations for high-net-worth clients, was a lead portfolio manager on the firm’s proprietary asset allocation program, and was a voting member of the Investment Research Group. Abernathy holds a bachelor’s degree with dual majors in finance and economics, and a minor in Spanish, from the University of Northern Iowa. She has earned the CFA® and CAIA® charters, and is a member of the CFA® Institute, the CFA® Society of Iowa and the CAIA® Association.