Sara is our second native Arizonan from Chandler. 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.
An Arizona native from Chandler, Sara joined Capital Insight Partners in 2018. In her role as portfolio manager, Sara is active in managing clients’ portfolios and shares in the trading and research responsibilities of the firm. Sara 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. Prior to joining Capital Insight Partners, Sara was the VP of Operations and Investment Research at Rayhons Financial Solutions.
Sara is a graduate of Gilbert Leadership Class XXIV and previously served on the Gilbert Historical Society and Gilbert Leadership Boards. She enjoys spending time with her family exploring Arizona, hiking, being outdoors and trying new recipes.
*Maiden name: Lidman