CO-FOUNDER | MANAGING PARTNER
Sarah Damsgaard co-founded The Invictus Collective with her brother, Christian Habitz. With more than 15 years of investment experience, Sarah sought to create a multi-family office for a select group of clients when founding The Invictus Collective. Sarah has been recognized by Forbes as one of America’s Top Women Wealth Advisors, a Best-In-State Wealth Advisor, and a Top Next-Gen Wealth Advisor.2 She was also named by Working Mother magazine as a Top Wealth Advisor Mom.3
Prior to founding The Invictus Collective, Sarah was an Executive Director with J.P. Morgan and worked with the Private Banking Group at Credit Suisse. Previous to Credit Suisse, Sarah was a principal and shareholder at Reinhart Partners, Inc., where she was the head of the firm’s institutional business. She began her career in finance at MFS Investment Management, educating financial advisors on offshore investments.
Sarah earned a BA from Tufts University in Medford, Massachusetts. She was also a professional ballerina and performed with companies across the nation, including the School of American Ballet at the New York City Ballet and the San Francisco Ballet. She continues her involvement in the arts, serving on the board of directors of the Milwaukee Ballet and the Florentine Opera in Wisconsin.
Sarah lives in Milwaukee with her husband, Peter, and their three children.
2The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, LLC, is based on an algorithm of qualitative and quantitative data, rating thousands of Wealth Advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due-diligence interviews, and quantitative data. Those Advisors who are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
America’s Next Generation ranking was developed by SHOOK Research, LLC, and is based on in-person and telephone due-diligence meetings to evaluate each Advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and Advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research, LLC, receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. Awards or rankings are not indicative of future success or results.
3SHOOK Research, LLC, considered Wealth Advisors who are mothers with children living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and Advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the Advisors or their firms in exchange for placement on a ranking.
