Sara S. Trachte
Director of Operations
Sara Trachte began her career in the financial services industry in 2000. Previously, Sara was a Relationship Manager at Wells Capital Management (WellsCap) focused on providing client service to the firm’s institutional fixed income clients. Prior to joining WellsCap in 2005, she was a member of the fixed income client service team at Strong Capital Management. Sara is responsible for managing the firm’s day-to-day operations including portfolio management systems, composite integrity, technology and marketing initiatives. Sara also serves as the primary client service professional for institutional clients. She graduated with distinction from the University of Wisconsin-Madison having earned a bachelor’s degree in Psychology. She received her master’s degree in business administration from Marquette University.