Sara Umbarger Burnett

Fondatore presso MontVue Capital Management, Inc.

Finance

Consumer Services

Profilo

Ms. Sara U.
Burnett is a Principal at MontVue Capital Management, Inc. She advises clients who are seeking a holistic approach to wealth management.
Prior to co-founding MontVue in 1999, Ms. Burnett honed her investment acumen as a securities analyst and portfolio manager for banks, trust departments, and investment advisors including Wachovia Bank & Trust, Virginia Farm Bureau Mutual Insurance Services, CFB Advisory, and Davidson, Garrard & Goode.
She is a 1981 graduate of the University of Virginia’s McIntire School of Commerce completing a Bachelor of Science degree with concentrations in Finance and Management.

Posizioni attive di Sara Umbarger Burnett

Società	Posizione	Inizio
MontVue Capital Management, Inc. MontVue Capital Management, Inc. Investment ManagersFinance MontVue Capital Management, Inc. (MontVue) is an independent financial planning and money management firm headquartered in Lynchburg, Virginia. The firm was founded by Sarah Burnett and Anne Scruggs in 1999. MontVue manages investment accounts for individuals, trusts, endowments, businesses and foundations.	Fondatore	01/01/1999

Tutte le posizioni attive di Sara Umbarger Burnett

Precedenti posizioni note di Sara Umbarger Burnett

Società	Posizione	Fine
Virginia Farm Bureau Mutual Insurance Co. Virginia Farm Bureau Mutual Insurance Co. Multi-Line InsuranceFinance Virginia Farm Bureau Mutual Insurance Co. provides insurance services. The company provides property and casualty insurance including automobile, farm, Health, business, and homeowners insurance. The Company was founded on December 13, 1993 and is headquartered in Richmond, VA.	Corporate Officer/Principal	-
Central Fidelity Banks, Inc. Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million.	Gestore di Portafoglio-Azioni	-
Wachovia Wealth Management Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC)	Analyst-Equity	-
Davidson & Garrard, Inc. Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia	Gestore di Portafoglio-Azioni	-

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Formazione di Sara Umbarger Burnett

University of Virginia

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

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Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	5
Central Fidelity Banks, Inc. Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million.	Finance
Davidson & Garrard, Inc. Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia	Finance
Wachovia Wealth Management Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC)	Finance
MontVue Capital Management, Inc. MontVue Capital Management, Inc. Investment ManagersFinance MontVue Capital Management, Inc. (MontVue) is an independent financial planning and money management firm headquartered in Lynchburg, Virginia. The firm was founded by Sarah Burnett and Anne Scruggs in 1999. MontVue manages investment accounts for individuals, trusts, endowments, businesses and foundations.	Finance
Virginia Farm Bureau Mutual Insurance Co. Virginia Farm Bureau Mutual Insurance Co. Multi-Line InsuranceFinance Virginia Farm Bureau Mutual Insurance Co. provides insurance services. The company provides property and casualty insurance including automobile, farm, Health, business, and homeowners insurance. The Company was founded on December 13, 1993 and is headquartered in Richmond, VA.	Finance

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