Sarah A. Dietz, IACCP®

Sarah A. Dietz, IACCP®

Sarah A. Dietz, IACCP®

Senior Compliance Consultant

Sarah Dietz has worked in the investment industry for over ten years. She brings her knowledge and expertise in RIA compliance, operations, and technology to Synergy. She started her career at Bridgewater Associates and, most recently, she spent four years at Zuckerman Investment Group, a premier adviser in Chicago. Sarah’s strengths lie in her problem-solving skills and her ability to find solutions through building repeatable and adaptable processes. That combined with her high attention to detail fuels her talent as a compliance consultant.

Sarah is Investment Adviser Certified Compliance Professional (IACCP®) designee and has a BA from Fairfield University in Connecticut. She lives in Chicago and enjoys traveling, doing word puzzles, spending time with family, rooting for the Green Bay Packers, and doting on her two cats.