Joseph P. Alexopoulos CFP®, CFE, MBA
Joe is co-founder and principal of Aequitas Wealth Management. A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California's Marshall School of Business. He holds the CFP^® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.

Joe has nearly 18 years of experience in the wealth management sector. Prior to founding Aequitas Wealth Management, he held responsibilities at the Citigroup Private Bank in Geneva, Switzerland as a Vice President - Private Banker. Previously, at Fidelity Investments, Joe advised high net-worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.

Joe is an avid reader of non-fiction subjects such as culture, finance, science, socioeconomics as well fiction novels. He enjoys maintaining a healthy and active lifestyle including cycling, running, gym activities and skiing.

Sarah M. Lewis, CFP®, CFE MBA
Sarah is co-founder and principal of Aequitas Wealth Management. A graduate of Drury University in Missouri, Sarah earned her MBA from Thunderbird School of Global Management. She holds the CFP^® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.

Sarah has over 25 years of financial services experience and has held senior positions with Manufacturers Hanover Trust Company (now JP Morgan Chase) in New York and Paris, Ernst & Young Consulting, and Electronic Data Systems Management Consulting Services. Prior to founding Aequitas Wealth Managment, Sarah was head of marketing at Crédit Agricole SA in Paris, France.

Sarah enjoys fitness and running and mentoring young professionals in business. She is also a certified NLP (Neuro Linguistic Programming) practitioner.