Sean Keenan Gallahan
Miembro del Comité de Inversión en Cassaday & Co. Wealth Management LLC .
Perfil
Mr. Sean K.
Gallahan is a Partner at Cassaday & Co. Wealth Management LLC.
Mr. Gallahan provides comprehensive strategies for his clients’ financial planning needs.
Using a model of integrated wealth management, he guides his clients through all of the complexities associated with personal finance, which include investment management, retirement planning, cash flow generation, income and estate tax planning, and insurance.
He is a member of firm’s Investment Policy Committee, which develops the firm’s overall investment selections and policies.
Within the IPC, he is responsible for the management and oversight of the firm’s U.S.
large growth investment holdings.
He initially served as a Research Associate at the firm before becoming a financial advisor and worked under the Director of Investment Management.
Mr. Gallahan during his time at Radford, he was a member of the international honor society of Beta Gamma Sigma and Delta Sigma Pi.
He is a graduate of Radford University, where he received his Bachelor of Business Administration in finance.
Cargos activos de Sean Keenan Gallahan
| Empresas | Cargo | Inicio |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Miembro del Comité de Inversión | 01/01/2022 |
Antiguos cargos conocidos de Sean Keenan Gallahan.
| Empresas | Cargo | Fin |
|---|---|---|
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Analyst-Equity | 04/08/2010 |
Formación de Sean Keenan Gallahan.
| Radford University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
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