Prior to joining Asset Strategy in 2002, Sara worked for the investment banking firms of Alex Brown and Sons in Baltimore and Deutsche Bank for nearly 20 years. She spent several years as an Associate Research Analyst for Alex. Brown. Sara’s area of research specialization was in following both hardware and software companies for the firm. She then spent nearly fifteen years as a Partner and Senior Trader in the Over-the-Counter department of the Equity Division.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics. She is currently a Trustee of the Kernan Hospital Endowment Board, a member of the Finance Committee of Durham Academy and is a member of the Henderson Street House Foundation. She has also completed the Callan College for Fiduciary Training.