Sara Ashley LaClair
Gestionnaire de Portefeuille-Actions chez Capital Insight Partners LLC
Profil
Sara Ashley LaClair is currently working as a Portfolio Manager at Capital Insight Partners LLC since 2018.
She completed her undergraduate degree from W.P.
Carey School of Business.
Postes actifs de Sara Ashley LaClair
| Sociétés | Poste | Début |
|---|---|---|
Capital Insight Partners LLC
 Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Gestionnaire de Portefeuille-Actions | 01/10/2018 |
Formation de Sara Ashley LaClair
| W.P. Carey School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Finance |
