Sarah Abernathy, CFA, CAIA, oversees the Fiduciary Investment Team for Envestnet.  In this role, she has oversight of the fiduciary investment methodologies and processes employed across Envestnet Retirement Solutions’ services.  Sarah is also responsible for developing investment product solutions for Envestnet PMC.  In this capacity, she collaborates across PMC departments to create innovative proprietary model portfolio solutions that help advisors serve their clients’ unique needs.  She has spent her career assisting RIA, bank, and broker-dealer home office clients and their advisors with money manager research, due diligence, and selection, as well as advising on asset allocation, capital market assumptions, and tax optimization.