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Sara Omohundro
Membre du Comité d'Investissement chez
Goelzer Investment Management, Inc.
Profil
Ms. Sara J.
Omohundro, CFA, is an Investment Strategist at Goelzer Investment Management, Inc. Ms. Omohundro is a member of the firm’s Investment Policy Committee.
She joined the firm in 2024.
Prior to Goelzer, Ms. Omohundro began her career at the Indiana Public Retirement System (INPRS).
She was responsible for fund manager due diligence, portfolio management, and asset allocation research.
She covered the alternative asset classes, including hedge funds, private equity, real estate, and infrastructure.
During her time at INPRS, she recommended investment funds and managed portfolios worth billions of dollars.
She then joined a local venture capital firm, where she was responsible for due diligence, deal syndication, term negotiations, portfolio management, and acted as Chair of the Investment Committee.
She received her Master of Science in Economics from Purdue University, with specializations in financial economics and public policy.
She graduated Magna Cum Laude from Butler University with a Bachelor of Science in Economics, double major in finance, and double minors in mathematics and philosophy.
Ms. Omohundro holds the Chartered Financial Analyst (CFA) designation.
Postes actifs de Sara Omohundro
| Sociétés | Poste | Début |
|---|---|---|
Goelzer Investment Management, Inc.
 Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Membre du Comité d'Investissement | 01/10/2024 |
Anciens postes connus de Sara Omohundro
| Sociétés | Poste | Fin |
|---|---|---|
Indiana Public Retirement System
 Indiana Public Retirement System Investment ManagersFinance Pension fund | Analyst-Equity | 01/02/2022 |
Elevate Ventures, Inc.
 Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures invests in companies located in the United States primarily in Indiana. The firm focuses on a broad range sectors and industries. It provides financing for pre-seed, seed and early stage capital requirements. | Private Equity Investor | - |
Formation de Sara Omohundro
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Finance |
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana Public Retirement System
Indiana Public Retirement System Investment ManagersFinance Pension fund | Finance |
Elevate Ventures, Inc.
Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures invests in companies located in the United States primarily in Indiana. The firm focuses on a broad range sectors and industries. It provides financing for pre-seed, seed and early stage capital requirements. | Finance |
