Sarah Gregg Orum

Vice President


Mrs. Orum has over 12 years of experience in the financial services industry. Her primary responsibilities include client relationship management and investment manager due diligence. Prior to joining Algonquin in 2017, Mrs. Orum was a Vice President at Lehman Brothers and subsequently Barclays Capital. She focused on structured credit products working with both the Investment Grade and High Yield bond team San Francisco and New York. She was a member of the Women in Leadership and Collegiate Recruiting teams.

Mrs. Orum is a graduate of Dartmouth College. She is a member of the Connecticut Teach for America Board, The Field Club of Greenwich Membership Committee and the Greenwich Country Day School Parent Association Board.

Mrs. Orum holds a FINRA Series 65 license and is a candidate for Certified Financial Planner certification (for more information regarding the CFP® certification, please visit https://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence.) She previously held FINRA Series 7 and 63 licenses. Sarah resides in Greenwich, CT with her husband Bill, their three children and a puppy named Ms. Sunny.

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