![Sean A. Edwards](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sean A. Edwards
Gestionnaire de Portefeuille-Actions chez
Ballentine Partners LLC
Profil
Mr. Sean A. Edwards is a Principal & Senior Wealth Advisor at Ballentine Partners LLC.
He has spent the last two decades building a diverse background in finance.
Prior to joining the firm in 2020, he worked as a lead advisor at Hamilton Capital where he served high net worth clients.
During his career in the wealth management business, he has served as a leader managing and mentoring other young advisors.
Prior to his career in wealth management, he held the position of Chief Financial Officer for a family business in Ohio.
He received his undergraduate degree from the University of Kentucky.
He is a CERTIFIED FINANCIAL PLANNER professional and is a member of the Financial Planning Association.
Postes actifs de Sean A. Edwards
| Sociétés | Poste | Début |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Gestionnaire de Portefeuille-Actions | 01/04/2020 |
Anciens postes connus de Sean A. Edwards
| Sociétés | Poste | Fin |
|---|---|---|
Hamilton Capital LLC
 Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities. | Corporate Officer/Principal | 01/04/2020 |
Formation de Sean A. Edwards
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
56
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Hamilton Capital LLC
Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities. | Finance |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
