Sara Gude

When there is a way to improve processes in the world of investment data, Sara is all in to figure it out. She is passionate about data and thrives on using the highest standards to become more efficient.

Sara listens to clients’ data issues, gathers information to act, and makes their goals a reality. Her innovative investigation, analysis, and documentation evolve into what the team wants the process to look like.

Sara also appreciates a blank sheet of paper, when there is no procedure in place and no documentation on how to get the job done. She enjoys working with data in ways that help people understand what to do, get ramped up faster, and work more efficiently.

Investment professionals are inspiring, intelligent, goal-oriented, and driven. In turn, these professionals drive Sara work harder and smarter. Her attention to detail and ability to understand and analyze investment data help her simplify the complex.