Sean is responsible for research, portfolio analytics and trade execution. He joined the firm in 2010 and has 18 years of experience in finance. Prior to joining SAMT, he worked as a client services associate at Wells Fargo Advisors from 2008 to 2010 and a trade assistant at Capmark Investments, a $7 Billion money manager, from 2003 to 2006.
Sean has been a CFA charterholder since 2018. He holds a MS in Finance from Villanova University where he co-founded the Villanova Fixed Income Society and a BS in Finance from La Salle University.