Sara Caudle

Sara Caudle is an Investment Associate at Anchor Investment Management, LLC in Columbia, South Carolina, where she has served since April 2021. In her current role, Sara works closely with both personal and institutional clients, specializing in constructing long-term investment strategies that are aligned with clients’ financial goals and risk profiles. She is known for her dedication to client-focused advisory, emphasizing portfolio management, asset allocation, and financial planning.

Her expertise encompasses both institutional and private wealth management, having previously served as a Financial Analyst at Yon-Drake & Associates, Inc. and as a Portfolio Administrator and Relationship Manager at Trent Capital Management, Inc. At Anchor, Sara covers a broad range of sectors, providing comprehensive investment advice and is actively involved in programs that expand access to early-stage capital, such as the Palmetto Venture Fellowship, which focuses on risk-capital strategies for startups and emerging businesses.

Sara holds a Bachelor of Arts in Economics and a Bachelor of Business Administration from Roanoke College. She is recognized for her strong analytical skills and commitment to helping clients achieve long-term financial security. Her passion for serving others is reflected in her ability to facilitate financial turnarounds and celebrate her clients’ investment successes, underscoring her notable contributions to the local investment community.