Sara Yates, CFA, is a seasoned investment professional with deep expertise across public markets, private capital, and real assets. Following a successful career in banking—including serving as Global Head of FX Strategy for J.P. Morgan Private Bank—she has spent the past decade working directly with family offices. This has included chairing the advisory board for a single-family office and sourcing/diligencing private market opportunities from startups to private equity for the wider single family office ecosystem. Alongside her advisory work, Sara is an active real estate investor and developer, who had a column in Homes and Property (_Evening Standard)_ for almost a decade as well as appearing in various television shows on property development. Beyond her professional roles, she is a committed advocate for children’s mental health and regularly visits primary schools to share her book, _Freddy Counts to Zen_.
