Michael Sefscik

Role
Senior Investment Consultant at Aptus Capital Advisors
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Investment Consultant

    Aptus Capital Advisors

    Dec 2022 — Present

    Aptus collaborates with advisors to grow their business and manage portfolio risk through shared CIO services, sub-advisory, and innovative ETFs built to help overcome the hurdles of longevity risk and drawdown.

Skills

  • Mutual Funds
  • Financial Risk
  • Leadership
  • Finance
  • Portfolio Management
  • Customer Service
  • Management
  • Life Insurance
  • Investments
  • Financial Advisory
  • Finra
  • Separately Managed Accounts
  • Series 7
  • Wealth Management
  • Process Improvement
  • Microsoft Office
  • Risk Management
  • Business Development

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Michael Sefscik — Senior Investment Consultant at Aptus Capital Advisors in Pittsburgh, PA, US | Unifers