Your partner in financial peace of mind.
Meet Your Advisor
Financial Planner | Founder | Mom
Sarah Maitre, CFA
Professional Bio
Before founding Camriel Advisors in 2024, Sarah was Head of Business Strategy at Surveyor Capital, a hedge fund unit within Citadel. Over more than seven years at Citadel, she helped portfolio managers build their businesses and investment strategies, managed the investor coverage model, and analyzed portfolio risk and performance.
Prior to Citadel, Sarah helped invest more than $1 billion at the Berkeley Endowment Management Company and more than $9 billion at Fiduciary Research and Consulting. She also spent three years at KKR, focusing on risk and performance analysis.
With a wealth of experience in helping investors manage and grow their portfolios, Sarah now brings that same expertise to families, offering tailored guidance on long-term wealth planning, retirement, education savings, and legacy building.
Sarah has been a CFA charterholder since 2015, a prestigious financial designation known for its challenging requirements and low pass rate. She holds a B.A. in Economics and Commerce, Organizations, and Entrepreneurship from Brown University, where she was an All-American on the Division I women’s water polo team, setting six program records that remain unbroken today.
Personal Bio
In 2021, Sarah and her husband, Jean-Roch (JR), welcomed their first child, Camille. In 2023, they realized their dream of living in the countryside and moved to the scenic Lake Shastina area. A year later, they expanded their family with the arrival of their second child, Gabriel.
Since relocating, Sarah has enjoyed getting to know the wonderful community, soaking in Mount Shasta’s beauty, and embracing the outdoors. She’s started learning golf at the Lake Shastina Golf Resort and is also trying her hand at pickleball.
She loves spending time with JR’s family in France and visiting her own family in San Diego. Sarah also loves wine, strength training, and cooking. Her children are her greatest joy and the inspiration behind her firm’s name, Camriel (Camille + Gabriel).
As a parent, Sarah understands the importance of planning for the future—whether it’s saving for your children’s education, planning for retirement, or creating a legacy that protects your family’s future. Sarah is passionate about using her financial expertise to help families achieve their financial goals with confidence.