Sean Patrick Smith

Sean Patrick Smith

Analyst-Equity en Accredited Investors, Inc. .

Finance
Consumer Services

Perfil

Mr. Sean P.
Smith, CFA, is an Investment Manager & Shareholder at Accredited Investors, Inc. In his role he serves on Accredited’s investment committee and meets directly with clients, helping to craft portfolios that act as the foundation for Accredited’s extensive analysis and long-term planning.
His background as an institutional stock analyst has translated into a role focused on portfolio allocation positioning within Accredited’s investment committee, and a specialization in managing concentrated stock holdings for Accredited’s family and corporate executive clients.
He is active in the community, and serves as Treasurer on the Board of Directors for Climate Generation: A Will Steger Legacy.
Mr. Smith was previously employed as a Senior Research Analyst by Zacks Investment Research, Inc., an Associate Equity Analyst by Stifel, Nicolaus & Co., Inc., and an Associate Analyst by A.G.
Edwards & Sons, Inc. He received his undergraduate degree from the University of Missouri.
He is a Chartered Financial Analyst.

Cargos activos de Sean Patrick Smith

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Analyst-Equity 01/11/2009
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Analyst-Equity 31/12/2008
Analyst-Equity 31/12/2005
Analyst-Equity -
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Formación de Sean Patrick Smith.

University of Missouri Undergraduate Degree

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