Sean has been building his financial services career since 2006, with roles in portfolio management, securities research, and financial advice. Prior to joining Central Trust Company, he was instrumental in co-founding a team of global analysts, providing customized investment portfolio solutions to financial advisors, portfolio managers, and their clients. He additionally has experience in portfolio analytics, risk management, and financial technologies innovation.
Sean’s primary responsibility at Central Trust Company is to deepen client relationships in order to structure investment portfolios uniquely tailored to their specific needs and requirements.
Education & Certifications
- Master of Business Administration, Finance, University of North Florida
- Bachelor of Arts, University of Tennessee
- Chartered Financial Analyst (CFA)
- Certified Financial Planner Professional (CFP®)
Interests & Activities
Sean is a member of the Chartered Financial Analyst Society in St. Louis, Missouri.
Outside of the office, Sean enjoys spending time with friends and family. Sean always has a project; working on improvements through studies, training, community involvement, or hands-on construction.
