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Welcome, Sarah Chen

Dashboard

Whitfield Partners
Total AUM
$6,182,700
Active Clients
7 / 10
Analyses (30d)
15
At-Risk Clients
3
Conversation Signals 5 urgent 11 this week
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Thomas Whitfield III — Onboarding activation
Urgent
Elena Vasquez — Jennifer Packer—time-sensitive window on a piece she already owns
Urgent
Robert Tanaka — Alice Neel: Auction Record Validates Acquisition Thesis
Urgent
Priya Sharma — Portfolio risk concentration
Urgent
Priya Sharma — Anna Weyant secondary market cooling
Urgent
Recent Activity
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Client inactive for 55 days intervene
Sandra Kim · 2026-06-04T05:00:00.073086+00:00
Consider a check-in to re-engage this client
Client inactive for 35 days intervene
Thomas Whitfield III · 2026-05-31T05:00:00.458150+00:00
Consider a check-in to re-engage this client
Client inactive for 55 days intervene
Sandra Kim · 2026-05-27T05:16:09.123413+00:00
Consider a check-in to re-engage this client
Client inactive for 35 days intervene
Thomas Whitfield III · 2026-05-23T05:00:00.127074+00:00
Consider a check-in to re-engage this client
Client inactive for 55 days intervene
Sandra Kim · 2026-05-20T05:00:00.074434+00:00
Consider a check-in to re-engage this client
Client inactive for 35 days intervene
Thomas Whitfield III · 2026-05-16T05:00:00.111197+00:00
Consider a check-in to re-engage this client
Client inactive for 94 days intervene
Sandra Kim · 2026-05-12T05:00:00.179744+00:00
Consider a check-in to re-engage this client
Client inactive for 52 days intervene
Claudia Reyes · 2026-05-10T05:00:01.680732+00:00
Consider a check-in to re-engage this client
Client inactive for 45 days intervene
Robert Tanaka · 2026-05-10T05:00:01.667909+00:00
Consider a check-in to re-engage this client
Client inactive for 38 days intervene
Margaret Aldrich · 2026-05-10T05:00:01.636682+00:00
Consider a check-in to re-engage this client
Most Researched Artists
  1. 1. Julie Mehretu 11
  2. 2. Cecily Brown 10
  3. 3. Rashid Johnson 10
  4. 4. Wolfgang Tillmans 10
  5. 5. Christina Quarles 10
  6. 6. Mark Bradford 10
  7. 7. Avery Singer 1
  8. 8. Anne Truitt 1
Invitation Funnel
sent 11
registered 10
onboarded 7
active 0
Client Overview
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M
Margaret Aldrich
Last active: Jul 13
HIGH
ENGAGE
15 works $2,265,000
Ellsworth Kelly Agnes Martin Sam Francis
Post-war American abstraction with museum-quality provenance, anchored by color ...
D
David Park
Last active: Jun 01
HIGH
ENGAGE
8 works $472,000
Tschabalala Self Lauren Halsey Arcmanoro Niles
Contemporary artists of color exploring identity, community, and the politics of...
E
Elena Vasquez
Last active: Jun 01
HIGH
ENGAGE
6 works $221,000
Issy Wood Jennifer Packer Cecily Brown
Figurative painting by women reshaping the contemporary canon, with focus on psy...
R
Robert Tanaka
Last active: May 31
MED
ENGAGE
12 works $836,500
Alex Katz David Hockney Wayne Thiebaud
Representational painting by established American and British artists with endur...
C
Claudia Reyes
Last active: May 31
MED
ENGAGE
7 works $364,000
Tomma Abts Sarah Sze Tauba Auerbach
Large-scale abstract painting with architectural sensibility — artists whose wor...
W
William Foster
Last active: May 31
LOW
ENGAGE
18 works $1,828,000
Ed Ruscha Gerhard Richter Cy Twombly
Post-war masters as wealth preservation — blue-chip holdings across Abstract Exp...