![Sean Boner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Sean Boner
Gestionnaire de Portefeuille-Actions chez FFT Wealth Management LLC
Profil
Mr. Sean Boner, CFA, is a Director of Portfolio Management at FFT Wealth Management LLC.
He is responsible for manager due diligence, portfolio management, market research, investment sourcing, and quantitative analysis; carrying out these tasks in close collaboration with the investment team and Co-CIO’s.
Prior to joining Forbes, he served in a similar role at AM Global Family Investment Office.
Previously, he worked as a Valuation Analyst for Moore, Ellrich & Neal, PA where he focused on the valuation of privately held businesses, assets and various other securities.
He graduated from Florida State University, cum laude, earning a Bachelor of Science in Finance and Real Estate from Florida State University.
He is a CFA Charter Holder.
Postes actifs de Sean Boner
Sociétés | Poste | Début |
---|---|---|
FFT Wealth Management LLC
![]() FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
Formation de Sean Boner
Florida State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
FFT Wealth Management LLC
![]() FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |