About
Sarah Dolan is a Portfolio Manager at Childress Capital Advisors, LLC, a Houston-based investment advisory firm where she oversees portfolio construction, investment selection, and ongoing client portfolio management. At Childress Capital Advisors, Dolan's responsibilities include discretionary management of accounts, assessing client objectives, and implementing financial planning and investment strategies tailored to diverse client needs.
Her specific investment coverage includes equity and fixed-income securities, alternatives, mutual funds, and the use of independent investment managers, reflecting a broad expertise across multiple asset classes. She applies technical and fundamental analysis to security selection and works directly with clients to develop customized investment solutions suited to individual financial goals.
With a career marked by direct portfolio management experience and prior roles that established her credentials in investment advisory, Dolan brings significant knowledge to the firm. Based in Houston, Texas, she is recognized for her work in delivering tailored, client-focused financial planning and investment management, contributing to the growth and reputation of Childress Capital Advisors.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Childress Capital Advisors, LLC | Portfolio Manager | Sep 2020 to Present | — | 
| Bbva Compass | Analyst Iii, Asset Management | Sep 2015 to Jul 2020 | — | 
| Entergy | Supply and Planning Analyst I | Jun 2014 to Aug 2015 | — | 
| u.s. House of Representatives | Congressional Intern | Aug 2012 to Nov 2012 | — | 
| Institute for Energy Research | Policy Intern | May 2012 to Aug 2012 | — | 
Education
Trinity
Bachelor of Arts, Economics, Political Science
2010 — 2014