Sean is responsible for the business development of PTAM's mutual funds. In this role, he communicates information about the Fund's investment process, portfolio construction and performance to advisers.
Prior to joining PTAM, Sean was Vice President at Fidelity Investments. At Fidelity, Sean conducted due diligence on fixed income positions and recommended suitable bond allocations to advisors. Before joining Fidelity, he was VP of Institutional Fixed Income at Mesirow Financial, where he traded and recommended corporate and municipal debt to institutional fixed income investors. Sean has over 15 years of experience within the asset management industry.
Sean received his BA in Economics from the University of Iowa and his MBA from the University of Chicago's Booth School of Business. He is Series 7, 31 and 66 registered.