CONTACT:

EMAIL: SPRESCOTT@PERFORMAUSA.COM

PHONE: (802) 540-1791

Sandi is Performa’s Head of Client Service, responsible for working with clients to understand their business needs, investment objectives, liability profile and help them develop customized investment solutions to meet their unique investment goals.  THROUGHOUT HER CAREER she has spoken at captive insurance conferences AND HAS SEVRED AS Chair of the 2018 VCIA (Vermont) conference and aS A regular member of the VCIA conference task force committee.  Prior to joining Performa in 2013 sandi was a Client Relationship Manager at Dwight Asset Management, where she worked for 12 years, a Corporate Accounting Manager at Fidelity Investments in Boston and a Senior Auditor at Price Waterhouse LLC. Sandi graduated from the University of Vermont with a B.S. in Business Administration.

sandi works out of performa’s burlington, vermont office.

HUGH BARIT

CHAIRMAN & CEO

DAVID KILBORN, CFA®

CHIEF INVESTMENT OFFICER

WARREN MILLER

CLIENT RELATIONSHIP MANAGER