Contact Us Employee

Sarah Burkhalter

Houston
11 Greenway Plaza, Suite 2625
Houston, TX 77046

Phone number: 832-941-5760
Toll-free: 866-216-7016

Sarah Burkhalter

Associate

Sarah Burkhalter is a client service manager at CIBC Private Wealth with over 20 years of industry experience. In this role, she works closely with senior managers to provide comprehensive client service and administration of accounts for high-net-worth individuals, families and foundations.

Prior to joining the firm, Sarah served as a senior wealth strategist associate at Northern Trust, where she worked closely with internal trust officers, account managers and portfolio managers to ensure new clients have a seamless onboarding experience. Previously, she served as a senior associate & investment assistant to senior trust officer, chief investment officer and two senior portfolio managers.   


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights