Sara Beier
Consultant

Sara assists clients with compliance and strategic matters. She has eight years of experience working in the investment management industry. Prior to joining Vista360, Sara served as a Compliance Officer at Robert W. Baird, a dually-registered investment adviser and broker-dealer. In this role, she worked directly with the Chief Compliance Officer in supervising the activities of the investment adviser. Her responsibilities included conducting the annual review of Baird’s compliance program, creating and implementing new policies and procedures, and performing on-going risk assessments. During law school Sara concentrated her studies on securities-related courses and completed an internship in Baird’s Legal Department, where she provided guidance to the Office of the General Counsel regarding investment advisory and investment company legal matters. Sara began her career in the investment management industry as a client relationship manager in the Private Wealth Management division of Baird. This role led to a position as a Corporate Trainer, where she was responsible for educating and transitioning established financial advisers to Baird.

Sara earned her bachelor’s degree in English from the University of Wisconsin-Eau Claire and her law degree from Marquette University.