Biography
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.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Chartered Financial Analyst
• University of Missouri – B.S. in Finance & Banking
How do you spend your life wisely?
To me, spending life wisely means keeping perspective to focus on what matters most, while living in the present, looking to the future, and not dwelling on the past. My wife and I are fortunate to share our primary focus on our wonderful sons. Teaching them that there is always more knowledge to learn, more kindness to share, and more adventures to undertake is one of our greatest joys.
“It is amazing what you can accomplish if you do not care who gets the credit.”
Harry S Truman
