Sean Clark

Director of Financial Planning at Centura Wealth Advisory

Sean Clark has 13 years of experience in the Financial Services Industry serving High Net Worth Families and Institutional Clients. Sean holds a Bachelor of Arts (B.A.) in Economics from Clemson University and a Master of Science (M.Sc.) in Risk Management from New York University. Areas of expertise include Financial Planning and Portfolio Management, specializing in applied mathematics and risk.

Prior to joining Centura Wealth Advisory, Sean successfully built and managed a book of 400 clients, allocated over $400,000,000 to stocks, bonds, and alternative investments, and was a consultant to lending institutions managing asset-liability risk.

Links

Previous companies

State National Companies Inc logo
Fidelity logo

Org chart


Teams

This person is not in any teams