Team
Team
Sarah Ludden
Director of Operations
Sarah oversees all operational functions at The Clifford Group as the firm’s Director of Operations. In this role, she leads key areas including client service, new client onboarding, custodial operations, and compliance. With deep industry knowledge and a passion for delivering exceptional client experiences, Sarah plays an essential role in ensuring the firm operates with precision and care. She provides direct support across the team and collaborates closely with the CEO on strategic initiatives that drive the firm forward.
Sarah brings nearly 20 years of experience from the independent fiduciary space, having held senior operational roles at respected firms including Ballentine Partners and Fiduciary Trust.
Sarah earned her Bachelor of Science in Business Administration from Northeastern University. A longtime local resident, Sarah lives with her family and enjoys endurance sports.
Enduring Value, Thoughtfully Built
At The Clifford Group, we believe wealth is a tool – not a destination. We begin by understanding your values, your family’s goals, and the legacy you hope to create. From there, we craft personalized strategies grounded in clear goals-based planning, deep expertise, and unwavering fiduciary responsibility. Together, we’ll navigate life’s transitions, align your financial plan with what truly matters, and build long-term value for you, your family, and the future.