Sean Poe
Director - Investment Manager Research
- Role
- Director, Investment Manager Research Asset Allocation, Chief Investment Office at Key Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Director, Investment Manager Research Asset Allocation, Chief Investment Office
Nov 2023 — Present · Charlotte, NC, US
Head of third-party equity strategies including private equity, venture capital, hedge funds, mutual funds, and ETFs.• Manage multiple liquid and illiquid models, including core equity model.• Provide thought leadership and serve as a voting member of the investment committee.• Interface with advisors, strategists and clients across private bank, HNW, family wealth, and institutional client segments
Education
University of Notre Dame
BBA, Finance (Cum Laude), International Business Certificate
2007 — 2011
Vanderbilt University Owen Graduate School of Management
Master of Business Administration (MBA), Strategy, Finance (Honors)
2015 — 2017
Skills
- Asset Allocation
- Commodity Markets
- Valuation
- Energy
- Machinery
- Stock Picking
- Capital Goods
- Equity Valuation
- Financial Modeling
- Manager Selection
- Hedge Funds
- Alternative Investments
- Financial Analysis
- Stock Market
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