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. Sean also researches and writes about relevant investment topics. He has over 30 years of investment industry experience.

Sean 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.