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About
Sara Hasan, CFA is a Research Analyst and Portfolio Manager at Bridge City Capital, LLC, an investment advisory firm based in the Portland, Oregon area. Since joining Bridge City in 2020, she has contributed fundamental company research and analysis across economic sectors, with a notable focus on small-cap growth equities. Her role encompasses generating investment ideas and supporting Bridge City’s team in delivering value to institutional clients through rigorous fundamental research.
Sara brings over 15 years of investment industry experience, having led equity research coverage in financials and consumer lifestyle companies at McAdams Wright Ragen/Robert W. Baird & Co. She also has experience in investor relations and corporate finance through prior roles at Weyerhaeuser and Starbucks, complementing her expertise in both analytical and client-facing capacities. Sara began her career at the State of Wisconsin Investment Board and has served on the boards of several non-profit organizations.
She holds a Bachelor of Business Administration in Finance, Investment & Banking, and Marketing from the University of Wisconsin-Madison and is a CFA charterholder. Sara’s investment approach emphasizes identifying high-quality companies with strong financials and above-average growth, primarily within the small-cap asset class.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bridge City Capital | Research Analyst | Jul 2020 to Nov 2021 | — |
| Weyerhaeuser | Senior Manager, Investor Relations | Mar 2019 to Jun 2020 | — |
| Weyerhaeuser | Manager, Investor Relations | Jan 2018 to Mar 2019 | — |
| Starbucks | Business Analysis Manager, Corporate Financial Planning and Analysis and Starbucks Technology Finance | Dec 2016 to Jan 2018 | Distilled complex technology concepts into comprehensive and concise business cases for presentation to executive leadership. Provided coaching and guided technologists to sound financial decisions in... |
| Robert W. Baird & Co. | Senior Vice President, Senior Equity Analyst, PWM Value Equity Research | Nov 2014 to Feb 2015 | — |
| McAdams Wright Ragen | Senior Vice President, Equity Research Analyst | Jun 2004 to Nov 2014 | Contributing member of a small, nationally-ranked stock-picking team. Provided fundamental equity research used to manage $10 billion in internal assets and published sell-side research recommendatio... |
| State of Wisconsin Investment Board | Investment Support Specialist: Equities | Jun 2003 to May 2004 | Created company and industry summaries for use by analysts and portfolio managers, primarily within the consumer products and beverages sector. Maintained and updated reference tables in the Macgregor... |
Education
Wisconsin School of Business
Bachelor of Business Administration (B.B.A.), Finance, Investment & Banking; Marketing
Skills & Expertise
Others at Bridge City Capital, LLC (2)
| Name | Role | Location |
|---|---|---|
| President | Portland, OR , United States | |
J Jim Bradshaw | Principal - Portfolio Manager and Analyst | Portland, OR , United States |
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| Chief Investment Officer and Senior Portfolio Manager | Pacific Ridge Capital Partners, LLC | Clackamas, OR , United States | |
| Equity Research Analyst | Pacific Ridge Capital Partners, LLC | Lake Oswego, OR , United States |