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Profil
Mr. Sean J.
Keenan is Vice President & Analyst at Wood Asset Management, Inc. where his roles include security selection and oversight of existing portfolio holdings.
Prior to joining Wood Asset Management, Inc. in March 2008, Mr. Keenan was previously employed as Equity Research Associate by Raymond James & Associates and a Portfolio Manager by Windsor Financial Group LLC.
Mr. Keenan received his BBA degree in Finance from the University of Washington.
He is also a Chartered Financial Analyst.
Anciens postes connus de Sean Joseph Keenan
| Sociétés | Poste | Fin |
|---|---|---|
Wood Asset Management LLC
 Wood Asset Management LLC Investment ManagersFinance Wood Asset Management's (WAM) Core Equity Strategy focuses on revenue and earnings growth. They invest primarily in mid- and large-cap stocks that are listed in the S&P 500. The portfolio holds both growth and value stocks. Portfolios may be weighted toward either style, depending upon market conditions. The strategy seeks to generate consistent, competitive results relative to the S&P 500. WAM performs a top-down/macro-risk assessment of each market sector to determine broad sector under- and over-weights for the portfolio. They then perform a comprehensive examination of company balance sheets and a review of company fundamentals. WAM's analysis focuses on identifying companies with strong balance sheets and superior revenue/earnings prospects relative to their peers. They focus on investments in companies that are market leaders in their industries. WAM does not sell a stock just because it falls by a certain percentage. They may sell if the position falls 20% from its peak or 15% from the purchase point, there is a change in the original rationale for purchase of the security, there is a change in company management, there are changes in the firm's expectations regarding revenue or earnings, the company experiences a breakdown in technical or sector support or there is deterioration in the company's fundamentals, products or services. WAM's Relative Value Strategy focuses on large-cap value. This portfolio consists of large-cap stocks that offer exposure to all sectors. The firm seeks competitive returns, reduced volatility and a measure of downside protection. They also seek to generate consistent, competitive results relative to the Russell 1000 Value Index, but with lower levels of volatility. WAM employs a top-down macro and sector assessment to identify opportunities on the basis of relevant cycles and trends. They perform a comprehensive examination of balance sheets and a review of company fundamentals. WAM then identifies undervalued companies using fundamental and qualitative criteria that reveal high-quality stocks with strong balance sheets, good prospects for revenue and earnings growth, strong management teams and growing cash dividends. The firm establishes sell-price targets for each individual security. They may sell a stock when they observe loss of management focus or when the inability to execute a business plan is demonstrated. WAM trims over-weighted positions and remains open to more attractive investment opportunities. The firm's Advanced Strategies Group offers a passive asset allocation approach to create flexible portfolios with specified risk and return targets. The Advanced Strategies Group covers equities (by region, sector, size and style), fixed- income, currencies and commodities. Though not limited by sector, the firm tends to invest in the stocks of US mid- and large cap companies in the finance, energy minerals and health technology sectors. WAM maintains a medium turnover rate. | Analyst-Equity | 01/04/2013 |
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Analyst-Equity | 05/05/2008 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Sean Joseph Keenan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wood Asset Management LLC
Wood Asset Management LLC Investment ManagersFinance Wood Asset Management's (WAM) Core Equity Strategy focuses on revenue and earnings growth. They invest primarily in mid- and large-cap stocks that are listed in the S&P 500. The portfolio holds both growth and value stocks. Portfolios may be weighted toward either style, depending upon market conditions. The strategy seeks to generate consistent, competitive results relative to the S&P 500. WAM performs a top-down/macro-risk assessment of each market sector to determine broad sector under- and over-weights for the portfolio. They then perform a comprehensive examination of company balance sheets and a review of company fundamentals. WAM's analysis focuses on identifying companies with strong balance sheets and superior revenue/earnings prospects relative to their peers. They focus on investments in companies that are market leaders in their industries. WAM does not sell a stock just because it falls by a certain percentage. They may sell if the position falls 20% from its peak or 15% from the purchase point, there is a change in the original rationale for purchase of the security, there is a change in company management, there are changes in the firm's expectations regarding revenue or earnings, the company experiences a breakdown in technical or sector support or there is deterioration in the company's fundamentals, products or services. WAM's Relative Value Strategy focuses on large-cap value. This portfolio consists of large-cap stocks that offer exposure to all sectors. The firm seeks competitive returns, reduced volatility and a measure of downside protection. They also seek to generate consistent, competitive results relative to the Russell 1000 Value Index, but with lower levels of volatility. WAM employs a top-down macro and sector assessment to identify opportunities on the basis of relevant cycles and trends. They perform a comprehensive examination of balance sheets and a review of company fundamentals. WAM then identifies undervalued companies using fundamental and qualitative criteria that reveal high-quality stocks with strong balance sheets, good prospects for revenue and earnings growth, strong management teams and growing cash dividends. The firm establishes sell-price targets for each individual security. They may sell a stock when they observe loss of management focus or when the inability to execute a business plan is demonstrated. WAM trims over-weighted positions and remains open to more attractive investment opportunities. The firm's Advanced Strategies Group offers a passive asset allocation approach to create flexible portfolios with specified risk and return targets. The Advanced Strategies Group covers equities (by region, sector, size and style), fixed- income, currencies and commodities. Though not limited by sector, the firm tends to invest in the stocks of US mid- and large cap companies in the finance, energy minerals and health technology sectors. WAM maintains a medium turnover rate. | Finance |
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
