Charney Investment Group Welcomes Team Member Sarah White to the Firm
Charney Investment Group is pleased to announce the addition of its newest team member, Sarah White, to the firm. Sarah joins Charney Investment Group as the Director of Client Experience, helping to develop customized financial strategies, offer financial guidance, and manage the firm's total service experience.
Sarah is a Mississippi native and graduated from the University of Mississippi with both a bachelors and master's degree. With extensive industry experience in higher education, she made her way to Pennsylvania in 2009 with a fundraising position at York College. Sarah later went on to work in similar roles at Franklin & Marshall College and Lebanon Valley College.
"I am honored to join a firm with that really stands out in the financial industry. I've always had a passion for helping individuals build a meaningful financial future. To be a part of a team that truly sees each client and their needs has been the best experience." – Sarah White
Sarah's most recent endeavors include securing institutional funding for a variety of initiatives through grants and donors with philanthropic interests, including $500,000 for a finance lab at York College, over a million dollars in financial aid for students at Franklin & Marshall, and a lead gift to create a new actuarial science faculty position at Lebanon Valley College. She is now able to tie in that drive for excellence and commitment-driven spirit to her role at Charney Investment Group.
"Sarah has been an immense help to our team, especially during a time when our clients need us most. With her background and integrity, the addition of Sarah has been a great decision. We look forward to her future contributions in this role." – Doug Charney, Founder and President
About Charney Investment Group
Founded in 1999, Charney Investment Group is an independent business providing investment and financial services for clients seeking unbiased wealth management advice. Located in Harrisburg, PA, the firm is proudly associated with Prospera Financial Services, a seven-time Broker Dealer of the Year. For more information, visit www.charneyig.com.
Securities and Advisory Services offered through Prospera Financial Services, Inc., Member FINRA, SIPC.