Sara Ashley LaClair

Gestor de Cartera-Acciones en Capital Insight Partners LLC .

Finance

Consumer Services

Cargos activos de Sara Ashley LaClair

Empresas	Cargo	Inicio	Fin
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.	Gestor de Cartera-Acciones	01/10/2018	-

W.P. Carey School of Business

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Portfolio Manager-Equities	1
Undergraduate Degree	1

Sectorial

Finance	2
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	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

Empresas privadas

Finance