Sean Baloun, CFA

Portfolio Manager at Vertex Planning Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Feb, 2022
    - Sep, 2024
  • Financial Data Professional
    FDP Institute (by CAIA)
    May, 2020
    - Sep, 2024

Experience

  • Vertex Planning Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Jun 2022 - Present

      • Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Highpoint Advisor Group, a registered investment advisor. Highpoint Advisor Group and Vertex Planning Partners are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.vertexpartners.com/ Show less

  • The Mather Group
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Trading Analyst
      • Apr 2021 - May 2022
    • Data Analyst | Portfolio Management
      • Jun 2018 - Mar 2021
  • The Krause Fund
    • United States
    • Banking
    • 1 - 100 Employee
    • Equity Research Analyst
      • Jan 2018 - May 2018

Education

  • University of Iowa - Henry B. Tippie College of Business
    Bachelor of Business Administration (BBA), Finance, General
    2014 - 2018

Community

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