Sarah Chobot Falgiatano, AIF®

Principal

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Biography
Education & Other Highlights
Location(s)

Sarah Chobot Falgiatano is an institutional advisor based in Greenwood Village, CO.

CAPTRUST welcomed Sarah in 2021 as a principal. She is an experienced advisor with a demonstrated history as a trusted advisor servicing institutional clients. At CAPTRUST, Sarah specializes in corporate retirement plans, endowments and foundations, healthcare institutions, and family offices.

Sarah joined us from Ellwood Associates, where she was an investment consultant at the firm. She was also a member of Ellwood’s defined contribution team and served on the traditional manager research committee. Sarah earned a Bachelor of Business Administration degree in finance and marketing from the University of Iowa and the designation of Accredited Investment Fiduciary.

Education

  • Bachelor of Business Administration degree in finance and marketing from the University of Iowa

Industry Designations

  • Accredited Investment Fiduciary®

Industry Involvement

  • Women Investment Professionals | Chicago
  • Defined Contribution Institutional Investment Association
  • WE Inspire. Promote. Network (WIPN)

Memberships

  • Member, CAPTRUST Women’s Initiative

Awards & Recognition

  • Barron’s 2023 Top 100 Institutional Consulting Teams (CAPTRUST Chicago)
  • NAPA Top DC Advisor Teams | 2022 & 2024 (CAPTRUST Chicago)

Resources

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