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Sarah Yao Schutzman, CFA

Co-Founder, President & CEO at Collaborative WIM

Sarah Yao Schutzman, CFA, is a co-founder and managing partner at Providence Heights Capital Management, LLC, where investment focuses on consumer and services, media and communications, and gaming and leisure sectors. As co-founder, president, and CEO of Collaborative WIM, Sarah leads a global alliance aimed at advancing female leaders in investment management, encompassing over 300 volunteer leaders across multiple regions. In 2023, Sarah serves as co-chair for the DEI Subcommittee on Gender Diversity at CFA Institute, contributing to international diversity, equity, and inclusion initiatives. Previously, Sarah held various leadership roles at CFA Society Indianapolis and gained substantial investment experience at firms including Canyon Partners, LLC, and Goldman Sachs. Sarah holds a B.S. in Business Administration with a focus on Financial Analysis and Valuation from USC Marshall School of Business.

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