Sara Grillo, CFA

Principal at Diamond Oak Capital Advisors, LLC

Ms. Grillo has performed extensive quantitative research, modeling, and due diligence at three funds of hedge funds. Her 12 years of industry experience include work at Lehman Brothers and JPMorgan, and internships at Fidelity Investments and Merrill Lynch.Ms. Grillo earned a B.A. from Harvard University and an M.B.A. from NYU Stern School of Business, and is a CFA charterholder and member of the New York Society of Securities Analysts' Alternative Investment Committee.  She is an avid author on the subject of alternative investments.  In 2005, she authored a piece on the statistical aberrations in risk monitoring of hedge fund strategies, which was published in London’s Investor Services Journal.  Her writings on alternative investments have appeared in several publications devoted to the space. 

Ms. Grillo speaks Spanish and mentors younger women and minorities in finance.