![Sean Peter Angelis](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>)
Profil
Mr. Sean P.
Angelis is a Wealth Manager at Bingham, Osborn & Scarborough LLC.
He provides comprehensive financial planning and investment management services to private and institutional clients.
Prior to becoming a Wealth Manager, he was a member of our portfolio administration team for five years handling day-to-day client administrative and operational needs.
He received his undergraduate degree from California Polytechnic State University (San Luis Obispo).
Anciens postes connus de Sean Peter Angelis
| Sociétés | Poste | Fin |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Gestionnaire de Portefeuille-Actions | 23/11/2021 |
Formation de Sean Peter Angelis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Finance |
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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