![Sean Charles Cooper](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 Charles Cooper
Plus aucun poste en cours
60 ans
Finance
Profil
Mr. Cooper was born in New Orleans, LA on July 24, 1966.
In 1989, he received his Bachelor of Arts degree in History from Loyola University where he was a member of the Phi Kappa Alpha Honor Society.
He has also completed graduate business courses at the University of San Francisco.
He was awarded the NASD Series 6, 7, 24, 65, and 31 security licenses.
Mr. Cooper holds the Chartered and Certified Market Analyst™ "FAD Financial Analyst Designate" Credential & the Master Financial Professional™ Designation from The American Academy of Financial Management™.
Mr. Cooper also holds the CWM Chartered Wealth Manager Certified Trainer Credential and has recently trained Reuters Analysts in Hong Kong in investment management and financial analysis.
Mr. Cooper was a Senior Financial Consultant at Wells Fargo Bank.
He also has held employment at Sterling Bank & Trust, Morgan Stanley/Dean Witter and Franklin Templeton.
Prior to co-founding WestEnd Capital Management LLC in July 2002, he was a Shareholder and a Portfolio Manager at Lehrer Management Company, Inc., (1999-2002).
Mr. Cooper’s experience in the Bay Area and Silicon Valley has focused on portfolio management, investment management, and wealth management.
Together with Charlie Bolton and George Bolton, Mr. Cooper manages the investment of our portfolios.
He also provides assistance in the areas of investment management, retirement planning, estate planning, and general financial planning.
Mr. Cooper has additionally served as an Honorary member of the Global Board of Standards of the American Academy of Financial Management.
Anciens postes connus de Sean Charles Cooper
| Sociétés | Poste | Fin |
|---|---|---|
Lehrer Management Co., Inc.
 Lehrer Management Co., Inc. Investment ManagersFinance For equities, economic, financial and fundamental information is used as a source to provide a general background for anticipating and analyzing the performance of the security markets. LMC's sources include periodicals such as The Wall Street Journal, Barron's, Forbes and Value Line. In addition, corporate quarterly and annual reports, other advisory services and research reports from various stockbrokers are used. In selecting common stocks for investment, several factors are presented for evaluation. Historic, present or near future sales, earnings and dividends per share, as well as the company's outlook are considered. An assessment is then made as to whether the current price of the security accurately reflects its outlook. If the security appears under-priced relative to its potential future value, an estimate is made of the risk involved in purchasing the security at the time of evaluation. The allocation of bonds between taxable and tax-free bonds is determined by several factors. These include, but are not limited to, the client's tax bracket, diversification needs and overall risk profile. The key consideration in selecting taxable versus non-taxable investments is the taxable equivalent yield. For the sake of diversification, bonds of varying maturities are often purchased. In their selection of bonds, LMC purchases a mix of non-rated and rated bonds. Taxable fixed income investments utilized by the firm include treasuries, agencies of the U.S. government and corporate bonds. | Gestionnaire de Portefeuille-Actions | - |
Wells Fargo Bank West, NA (Denver, Colorado)
 Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
WestEnd Capital Management LLC
 WestEnd Capital Management LLC Investment ManagersFinance WestEnd actively pursues greater returns by investing in individual stocks they believe are going to generate accelerating earnings. And instead of broad diversification across 70- to 80-plus securities or many different ETFs and mutual funds, the firm maintains a smaller portfolio of 30 to 40 names. | Directeur des opérations | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Lehrer Management Co., Inc.
Lehrer Management Co., Inc. Investment ManagersFinance For equities, economic, financial and fundamental information is used as a source to provide a general background for anticipating and analyzing the performance of the security markets. LMC's sources include periodicals such as The Wall Street Journal, Barron's, Forbes and Value Line. In addition, corporate quarterly and annual reports, other advisory services and research reports from various stockbrokers are used. In selecting common stocks for investment, several factors are presented for evaluation. Historic, present or near future sales, earnings and dividends per share, as well as the company's outlook are considered. An assessment is then made as to whether the current price of the security accurately reflects its outlook. If the security appears under-priced relative to its potential future value, an estimate is made of the risk involved in purchasing the security at the time of evaluation. The allocation of bonds between taxable and tax-free bonds is determined by several factors. These include, but are not limited to, the client's tax bracket, diversification needs and overall risk profile. The key consideration in selecting taxable versus non-taxable investments is the taxable equivalent yield. For the sake of diversification, bonds of varying maturities are often purchased. In their selection of bonds, LMC purchases a mix of non-rated and rated bonds. Taxable fixed income investments utilized by the firm include treasuries, agencies of the U.S. government and corporate bonds. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd actively pursues greater returns by investing in individual stocks they believe are going to generate accelerating earnings. And instead of broad diversification across 70- to 80-plus securities or many different ETFs and mutual funds, the firm maintains a smaller portfolio of 30 to 40 names. | Finance |
