Sabrina Allard, CFA
Login to view DISC.Sabrina is a Director and Financial Advisor at Waypoint Private Wealth Management, bringing over a decade of experience to her role. A Chartered Financial Analyst (CFA) charterholder, she specializes in building customized wealth plans for high-net-worth families and entrepreneurs. She graduated cum laude from Trinity University with a degree in Business Administration.
Outside of work, Sabrina enjoys a variety of activities, including playing tennis and golf, skiing, cooking, and reading. She also values spending quality time with her husband and their young children.
She has previous experience as an analyst in investment management, private equity, and venture capital.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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