Sara A. LaClair, CFA

Senior Portfolio Strategist

North Scottsdale, Arizona

Sara manages client portfolios and helps lead the firm’s investment research and trading efforts. She supports clients with attentive, proactive communication and a focus on disciplined portfolio execution.
An Arizona native, Sara brings a strong background in portfolio management, investment research, and operational leadership. Her experience includes overseeing trading and research functions and supporting firm-wide investment processes. She holds a B.S. in Finance from Arizona State University’s W. P. Carey School of Business, with a minor in Economics and an International Business Certificate. Sara is a CFA charter holder and an active member of the CFA Institute and the Phoenix CFA Society.
Sara’s approach is research-driven and risk-aware. She aligns portfolios with client goals, tax considerations, and cash-flow needs, and believes transparent communication and consistent execution are essential to building lasting trust.
Sara enjoys exploring Arizona with her family and is a graduate of Gilbert Leadership Class XXIV. She has previously served on local nonprofit boards and enjoys hiking and trying new recipes.