CFA®1, DIRECTOR OF PORTFOLIO MANAGEMENT AND SENIOR VICE PRESIDENT
Sean Corkery is a Senior Vice President and serves as the Director of Portfolio Management and Investment Strategy for Seacoast Wealth Management. In his role, Sean is responsible for managing and overseeing the Wealth Management Trust Investment Portfolio. In addition, Sean leads the development and implementation of the division’s investment philosophy, strategies, policies and procedures. He also works directly with clients, providing customized investment solutions to meet short and long-term needs.
Sean has over 20 years of experience in portfolio management and investment research across multiple asset classes and strategies. Prior to joining Seacoast, Sean was the Director of Research at Barry Investment Advisors, responsible for designing and managing portfolio strategies for high net worth clients. Sean is a CFA®(1) charter holder and received his Bachelor of Science degree in Finance/Investments from Babson College. Originally from Massachusetts, Sean spent 23 years in the Carolinas before relocating to Palm Beach County. Sean is married and has two children and a rescue black lab.
1. The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit