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Sean P. Smith, CFA

Investment Manager & Shareholder

“It is amazing what you can accomplish if you do not care who gets the credit. ”
– Harry S Truman

 

In his role as an Investment Manager, Sean serves on Accredited’s investment committee and meets directly with clients, helping to craft portfolios that act as the foundation for Accredited’s extensive analysis and long-term planning.

Sean’s background as an institutional stock analyst has translated into a role focused on portfolio allocation positioning within Accredited’s investment committee, and a specialization in managing concentrated stock holdings for Accredited’s family and corporate executive clients.

Sean is active in the community, and serves as Treasurer on the Board of Directors for Climate Generation: A Will Steger Legacy.

WHAT PATH LED SEAN TO ACCREDITED?

Sean started college studying journalism, soon switched his major to finance, entered the world of equity research, and spent 10 years as an analyst, where he combined his love of writing with his knowledge of investments. Along the way he met a girl from Duluth, married her, moved to Minnesota, and joined Accredited in order to focus on broader portfolio management while connecting directly with client families. Answered literally: Northbound US-61 to US-218 to I-35.

PERSONAL PURSUITS

Despite having no professional baseball experience whatsoever, Sean still holds out hope that he will one day manage the Saint Louis Cardinals.

 

Certifications:

Chartered Financial Analyst
University of Missouri – B.S. in Finance & Banking
Previously held FINRA Series 7, 66, 86 & 87 licenses