Sean McDade, CFP®, CAIA®
Vice President, Portfolio Consultant
Natixis Investment Managers Solutions
Sean McDade works with the firm’s internal constituents and external clients in the financial advisor community, providing analytical support and consultative advice in the areas of portfolio construction and asset allocation. Mr. McDade also researches and writes about relevant investment topics. He has over 30 years of investment industry experience.
Mr. McDade has a BA from Colby College and completed the General Course at the London School of Economics. He is a Certified Financial Planner® and a Chartered Alternative Investment Analyst.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.