Sara Ashley LaClair

Portfolio Manager-Aktien bei Capital Insight Partners LLC

Finance

Consumer Services

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.

Aktive Positionen von Sara Ashley LaClair

Unternehmen	Position	Beginn
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.	Portfolio Manager-Aktien	01.10.2018

Alle aktiven Positionen von Sara Ashley LaClair

Ausbildung von Sara Ashley LaClair

W.P. Carey School of Business

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	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