Sara Wist

No open positions remaining

Finance

Consumer Services

Profile

Ms. Wist joined Cassaday & Co. in June 2008.
Ms. Wist graduated from James Madison University in 2007 with a degree in Marketing.
She currently holds the Series 7 and 66 securities registrations.
While at JMU, she was the copy editor of the university's nationally-awarded yearbook, The Bluestone, and a member of Delta Delta Delta.

Former positions of Sara Wist

Companies	Position	End
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Corporate Officer/Principal	-

See the detail of Sara Wist's experience

Training of Sara Wist

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Sara Wist's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Finance
James Madison University James Madison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance