Meet Your Advisor

Sarah Maitre, CFA, CFP®

Before founding Camriel Advisors, I spent over seven years at Citadel, one of the world’s leading investment firms, where I was Head of Business Strategy for the Surveyor Capital business. During my time at Citadel, I worked closely with portfolio managers to build investment strategies, manage investor relationships, and analyze portfolio risk and performance across diverse market environments.

Before that, I worked with the Berkeley Endowment Management Company, where I helped manage $1 billion in assets, and at Fiduciary Research and Consulting, with $9 billion in assets. My experience also includes time at KKR, focusing on portfolio risk and performance analysis. Over the years, I’ve honed my ability to help sophisticated investors manage and grow their portfolios, and now, I bring that expertise to individuals and families, offering highly personalized financial planning.

I hold both the CFA and CFP® designations, which means I bring a depth of technical knowledge and investment insight that sets me apart from most advisors. This background enables me to create financial plans that are deeply aligned with my clients’ long-term goals.

I earned my B.A. in Economics and Commerce, Organizations, and Entrepreneurship from Brown University, where I was an All-American on the Division I women’s water polo team.

In 2021, my husband, Jean-Roch (JR), and I welcomed our first child, Camille. We later made our dream move from the Bay Area to Lake Shastina, where in 2024, we expanded our family with the arrival of Gabriel. Now, I’m enjoying the beauty of Mount Shasta, getting to know our community, and spending time outdoors with my family. When I’m not with my family, I love traveling (especially to visit my family in San Diego and JR’s family in France), enjoying wine, strength training, and cooking.

The name Camriel Advisors is inspired by my children, Camille and Gabriel. It serves as a daily reminder of why this work matters to me — to help families and individuals achieve their financial goals with the same care and commitment I give my own family.

As both a parent and a planner, I understand the importance of preparing for what lies ahead — whether that’s saving for your children’s education, planning for retirement, or creating a lasting legacy. I’m passionate about using my financial expertise to help individuals and families move forward with clarity and confidence.

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