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Sara Ashley LaClair
Gestore di Portafoglio-Azioni presso
Capital Insight Partners LLC
Profilo
Ms. Sara A. LaClair is a Senior Portfolio Manager at Capital Insight Partners LLC.
She has a leadership role on the investment team and was instrumental in our launch of an exchange-traded fund on the New York Stock Exchange in 2022.
Prior to joining Capital Insight Partners, she was the VP of Operations and Investment Research at Rayhons Financial Solutions.
Ms. LaClair holds the Chartered Financial Analyst (CFA) designation and is a member of the Phoenix CFA Society and CFA Institute.
Sara graduated with a Bachelor of Science in Finance from W.P.
Carey School of Business at Arizona State University, with a minor in Economics and an International Business Certificate.
Posizioni attive di Sara Ashley LaClair
| Società | Posizione | Inizio |
|---|---|---|
Capital Insight Partners LLC
 Capital Insight Partners LLC Investment ManagersFinance Capital Insight t uses both technical and fundamental analysis in managing assets. They utilize long term purchasing (securities held at least a year). Short term purchasing (securities sold within a year) also is used but the short-term tax issues are considered before sales. Trading is used where appropriate. Short sales, margin transactions, and option writing are used but only where suitable in a client by client basis. | Gestore di Portafoglio-Azioni | 01/10/2018 |
Formazione di Sara Ashley LaClair
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight t uses both technical and fundamental analysis in managing assets. They utilize long term purchasing (securities held at least a year). Short term purchasing (securities sold within a year) also is used but the short-term tax issues are considered before sales. Trading is used where appropriate. Short sales, margin transactions, and option writing are used but only where suitable in a client by client basis. | Finance |
W.P. Carey School of Business
 W.P. Carey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
