Partners, principals and associates

Sarah Williams Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel:

847.281.3217


Email: sarah.williams@wipfli.com

Sarah K. Williams, CPA

Senior Manager

Sarah works with a team of professionals who specialize in assisting wealth and asset management firms in all aspects of their business. With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. All of the services her and her team offer are specifically tailored to meet the unique needs of the industry, including fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity needs. Sarah leverages her past experience working with various onshore and offshore investment partnerships/companies, commodity pool operators, funds of funds, private equity funds, mutual funds, and registered investment advisors to bring a well-rounded understanding of the industry.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • 100 Women in Finance

Areas of Focus

  • Wealth and asset management entities
  • Audit and attestation services
  • Environmental, social and governance (ESG)
  • Custody rule independent verification
  • Hedge fund and private equity partnership audits
  • Private and closely held businesses
  • Taxation

Education

Northern Illinois University
  • Master of science degree in accountancy
Wheaton College
  • Bachelor’s degree in business and economics