Sara M. Caudle

Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.

Sara M. Caudle

Sara M. Caudle

Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.

Biography

Ms. Sara M. Caudle is Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc. She is responsible for client services administration, database management and accounts payable/receivable. She also assists the firm’s Partner’s in the preparation of proposals and quarterly client reviews as well as coordinates with the firm’s Chief Financial Officer on the budget and financial statements.Ms. Caudle is an honors graduate with a double major of Bachelor of Arts in Economics and Bachelor of Business Administration from Roanoke College.

Overview
RelSci Relationships

9

Relationships
RelSci Relationships are individuals Sara M. Caudle likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer & Partner at Trent Capital Management, Inc.

Relationship likelihood: Average

Partner, Senior Portfolio Manager & Chief Financial Officer at Trent Capital Management, Inc.

Relationship likelihood: Average

Partner & Director, Benefit Plan Assets at Trent Capital Management, Inc.

Relationship likelihood: Average

Director-Business Development at Trent Capital Management, Inc.

Relationship likelihood: Average

Director-Marketing at Trent Capital Management, Inc.

Relationship likelihood: Average

Co-Founder at Trent Capital Management, Inc.

Relationship likelihood: Average

Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.

Relationship likelihood: Average

Former Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.

Relationship likelihood: Weak

Founder at Holderness Investments Co.

Relationship likelihood: Weak

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Sara M. Caudle
Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.
Education

Roanoke College is a private, coeducational, four-year liberal arts college located in Salem, Virginia, United States, a suburban independent city adjacent to Roanoke, Virginia.

Career History
Portfolio Administrator & Relationship Manager
Current

Trent Capital is a mid/large-cap GARP manager. They use bottom-up research in their stock selection. Trent's investment philosphy is that low risk equals high reward. The firm maintains a low turnover rate.

Other Affiliations

Sara M. Caudle is affiliated with Trent Capital Management, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Sara M. Caudle. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Sara M. Caudle's profile does not indicate a business or promotional relationship of any kind between RelSci and Sara M. Caudle.