Sara Mantei

Hi! My name is Sara Mantei, and I am a rising junior at Yale University studying Behavioral Economics and Finance. This summer, I worked with Team Lisa/Danny and Team Lisa/Jason, and I am immensely grateful to Lisa, Danny, and Jason for taking the time to teach me and include me throughout the summer.

Over the course of my internship, I gained incredible firsthand exposure to both the investment and client-facing sides of wealth management. I especially enjoyed sitting in on client meetings and learning how Cola’s advisors thoughtfully approach portfolio construction tailored to each client’s goals and needs. Furthermore, having the opportunity and encouragement to strengthen my skills by analyzing financial planning materials, conducting investment research across both debt and equity markets, and taking ownership of independent projects significantly deepened my understanding of the industry and made my time at Cola invaluable.

Looking back, this summer showed me just how important strong relationships are in wealth management. Seeing the trust the advisors have built with their clients and the genuine care they bring to every conversation was especially meaningful, and I am incredibly grateful for this experience. I look forward to staying connected with the firm and continuing to build upon everything I learned this summer!