Sean A. Edwards
Portfolio Manager-Aktien bei Ballentine Partners LLC
Profil
Mr. Sean A.
Edwards is a Senior Wealth Advisor at Ballentine Partners LLC.
He has spent the last 15 years building a diverse background in finance.
Prior to joining the firm in 2020, he worked as a lead advisor at Hamilton Capital where he served high net worth clients.
During his career in the wealth management business, he has served as a leader managing and mentoring other young advisors.
Prior to his career in wealth management, he held the position of Chief Financial Officer for a family business in Ohio.
He received his undergraduate degree from the University of Kentucky.
He is a CERTIFIED FINANCIAL PLANNER professional and is a member of the Financial Planning Association.
Aktive Positionen von Sean A. Edwards
| Unternehmen | Position | Beginn |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Portfolio Manager-Aktien | 01.04.2020 |
Ehemalige bekannte Positionen von Sean A. Edwards
| Unternehmen | Position | Ende |
|---|---|---|
Hamilton Capital Management, Inc.
 Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Corporate Officer/Principal | 01.04.2020 |
Ausbildung von Sean A. Edwards
| University of Kentucky | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Hamilton Capital Management, Inc.
Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Finance |
