Sara Caudle, Investment Associate
Sara joined the team at Anchor Management in April of 2021 and, after working several years with both institutional and personal investment portfolios, she enjoys the collaborative culture at Anchor that places clients above commissions. Sara believes long-term investment strategies deliver positive results more often than approaches with short-term focus, and her greatest source of professional satisfaction happens when she shares with clients that their financial dreams have come true or that they have turned around a struggling portfolio.
Upon graduating from Roanoke College in 2012, Sara landed in Greensboro, North Carolina and spent two years working for an independent Registered Investment Advisor before moving to Columbia, South Carolina to work with an institutional investment consulting firm. She hoped to return to private wealth management and, when an opportunity at Anchor presented itself, she felt compelled to join their team.