Sarah Dolan

Sarah Dolan serves as Portfolio Manager at Childress Capital Advisors, LLC, based in Houston, TX. In this role, she is responsible for discretionary management of client accounts, tailoring investment strategies to individual objectives, and implementing financial plans leveraging both quantitative and qualitative research methods. Her work encompasses portfolio construction, ongoing performance monitoring, and strategic allocation across asset classes.

Sarah’s investment focus includes equity and fixed income securities, with active utilization of technical, fundamental, and tactical asset allocation approaches. She collaborates with clients ranging from individuals to family offices, with particular emphasis on diversification and risk management using Modern Portfolio Theory and sector rotation strategies.

Prior to joining Childress Capital Advisors in 2020, Sarah was an Asset Management Analyst III at BBVA USA, where she honed her analytical and operational expertise in portfolio analysis and risk assessment. She began her career as a Supply and Planning Analyst at Entergy. Sarah holds a B.A. in Economics and Political Science from Trinity University, which underpins her expertise in macroeconomic analysis, financial planning, and consulting for high-net-worth clients.