Dawn Barreras is a seasoned financial professional specializing in wealth and investment management. As the Family Office Manager at Sestante Family Office, she comes with extensive experience supporting high-net-worth families through disciplined performance oversight and managing the complexities of multi-generational wealth with precision and integrity.
Since joining the Sestante team in April 2020, Dawn oversees financial and performance reporting, investment operations, and manages the firm’s use of the Black Diamond platform. Her nearly two decades of industry experience have equipped her with a strong understanding of both client needs and operational execution.
Dawn began her financial career in 2006 as a Client Service Associate at Piper Jaffray, later moving to UBS Financial Services as a Senior Client Service Associate. In 2009, she joined Morgan Stanley, where she deepened her expertise in investment and portfolio management and quickly advanced to Senior Registered Client Service Associate after obtaining her Series 7 license. She previously managed trading for the team’s largest clients and was promoted to Portfolio Associate before departing with Dan to help build the Sestante team.
She holds the Series 66 and Series 31 licenses, a California Insurance License, and is a certified Notary Public, underscoring her comprehensive industry knowledge and regulatory acumen. Known for her professionalism and commitment to fiduciary excellence, Dawn is dedicated to delivering exceptional, personalized service and strategic insight.
When she’s not managing financial legacies, Dawn is passionate about living life to the fullest, seeking new experiences and perspectives that enrich both her personal and professional life. Based in Mission Beach, she enjoys traveling and discovering new destinations, hiking, relaxing beach days, reading, and adrenaline-fueled adventures like skydiving.