Sara Umbarger Burnett
Founder at MontVue Capital Management, Inc.
Sara Umbarger Burnett active positions
| Companies | Position | Start | End |
|---|---|---|---|
MontVue Capital Management, Inc.
 MontVue Capital Management, Inc. Investment ManagersFinance MontVue Capital Management, Inc. (MontVue) is an independent financial planning and money management firm headquartered in Lynchburg, Virginia. The firm was founded by Sarah Burnett and Anne Scruggs in 1999. MontVue manages investment accounts for individuals, trusts, endowments, businesses and foundations. | Founder | 1998-12-31 | - |
| Portfolio Manager-Equities | 1998-12-31 | - | |
| President | 1998-12-31 | - | |
| Chief Executive Officer | 1998-12-31 | - | |
| Chief Investment Officer | 1998-12-31 | - | |
| Compliance Officer | - | 2023-12-31 |
Career history of Sara Umbarger Burnett
Former positions of Sara Umbarger Burnett
| Companies | Position | Start | End |
|---|---|---|---|
Virginia Farm Bureau Mutual Insurance Co.
 Virginia Farm Bureau Mutual Insurance Co. Multi-Line InsuranceFinance Virginia Farm Bureau Mutual Insurance Co. provides insurance services. The company provides property and casualty insurance including automobile, farm, Health, business, and homeowners insurance. The Company was founded on December 13, 1993 and is headquartered in Richmond, VA. | Corporate Officer/Principal | - | - |
Central Fidelity Banks, Inc.
 Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Portfolio Manager-Equities | - | - |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Analyst-Equity | - | - |
Davidson & Garrard, Inc.
 Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia | Portfolio Manager-Equities | - | - |
Training of Sara Umbarger Burnett
| University of Virginia | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 3 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
MontVue Capital Management, Inc.
MontVue Capital Management, Inc. Investment ManagersFinance MontVue Capital Management, Inc. (MontVue) is an independent financial planning and money management firm headquartered in Lynchburg, Virginia. The firm was founded by Sarah Burnett and Anne Scruggs in 1999. MontVue manages investment accounts for individuals, trusts, endowments, businesses and foundations. | Finance |
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance Davidson & Garrard, Inc. (DG), a registered investment advisor, provides comprehensive portfolio management services to institutional and private clients. Formed in 1987, the firm is headquartered in Lynchburg, Virginia | Finance |
Central Fidelity Banks, Inc.
Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
Virginia Farm Bureau Mutual Insurance Co.
Virginia Farm Bureau Mutual Insurance Co. Multi-Line InsuranceFinance Virginia Farm Bureau Mutual Insurance Co. provides insurance services. The company provides property and casualty insurance including automobile, farm, Health, business, and homeowners insurance. The Company was founded on December 13, 1993 and is headquartered in Richmond, VA. | Finance |
