Sara Ashley LaClair

Portfolio Manager-Equities at

Capital Insight Partners LLC

Finance

Consumer Services

Profile

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.

Sara Ashley LaClair active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/10/2018

All active positions of Sara Ashley LaClair

Training of Sara Ashley LaClair

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Sara Ashley LaClair's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

Private companies

Finance