Sean Tole

Principal | Co-Chief Wealth Advisor| Host of NH’s leading financial and retirement planning radio show “Your Path to Wealth and Wisdom”

Role
Financial Advisor at Davis Wealth Management, LLC
Location
Concord, NH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sean Tole

Experienced Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in Mutual Funds, Investment Management, Hedge Funds, Business Development, and Financial Services. Strong finance professional with a Bachelor\'s degree focused in Business Administration / Finance from Fordham University.

Experience

  1. Financial Advisor

    Davis Wealth Management, LLC

    Mar 2020 — Present · Concord, NH, US

Education

  • Fordham University

    Bachelor's degree, Business Administration / Finance

    1990 — 1994

Skills

  • Asset Managment
  • Investment Strategies
  • Alternative Investments
  • Private Equity
  • Equities
  • Hedge Funds
  • Asset Allocation
  • Mutual Funds
  • Investment Management
  • Real Estate
  • Investments
  • Asset Management
  • Fixed Income
  • Quantitative Finance
  • Capital Markets

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