Sara Chanda – Breckinridge Capital Advisors, Vice President Portfolio Management
Sara Chanda is a Senior Vice President and Portfolio Manager at Breckinridge Capital Advisors, a Boston-based investment advisor specializing in the management of high-grade fixed income portfolios. She is a member of the firm’s Investment Committee, which determines the firm’s overall economic outlook and sets strategy across all accounts. In her role as Portfolio Manager, Sara is responsible for the day-to- day management and monitoring of client portfolios for both taxable and tax-efficient bond strategies. Using the firm’s proprietary technology, Sara levies necessary portfolio adjustments and liaises with the firm’s research and trading teams on optimal security selection. Also, Sara frequently meets with new and prospective advisors and clients to communicate the firm’s strategy and to provide market commentary.
Sara joined Breckinridge in 2010 as a Trader, and transitioned to Portfolio Management in 2013. She has over 16 years of industry experience. Prior to Breckinridge, Sara was a vice president and trader at Eaton Vance Management where she traded various specialty state mutual funds. In addition, she oversaw trading and operations for Eaton Vance’s separately managed accounts (SMA’s) and spearheaded the automation of SMA processes at the firm. Before Eaton Vance, Sara was responsible for municipal bond trading at Fidelity Investments.
Sara began her career at State Street Bank & Trust Co. She holds a BS in business administration from Providence College and an MBA from the Boston University School of Management.