Sara joined Wesleyan Impact Partners in 2000 as assistant vice president investor services and currently oversees the team responsible for operational and administrative services for institutional and individual investors. Sara and her team manage all new account onboarding, security and cash transfers, and gifts and donations. Her group manages disbursements and rebalancing transactions, account authorizations, and maintains TMF’s electronic archive of institutional client documentation.

Email: sbeltran@wesleyanimpactpartners.org