Sean Kraus
Senior Vice President, Senior Portfolio Manager at Whittier Trust Company- Claim this Profile
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Spanish -
Topline Score
Bio
Credentials
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CFA Charterholder
CFA Institute
Experience
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Whittier Trust Company
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United States
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Investment Management
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100 - 200 Employee
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Senior Vice President, Senior Portfolio Manager
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Aug 2014 - Present
Senior Portfolio Manager focused on a select group of ultra-high net worth clients including individuals, families and foundations. Investment exposure typically includes select equities, fixed income, real estate and alternative investments. Also act on the consulting side of the firm to assist with global exposure to multiple asset classes seeking to maximize after-tax, risk-adjusted returns. Senior Portfolio Manager focused on a select group of ultra-high net worth clients including individuals, families and foundations. Investment exposure typically includes select equities, fixed income, real estate and alternative investments. Also act on the consulting side of the firm to assist with global exposure to multiple asset classes seeking to maximize after-tax, risk-adjusted returns.
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Portfolio Manager/Economist/Equity Analyst/Wealth Strategist
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May 2012 - Aug 2014
Investment specialist with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their financial goals. From a unique top-down analysis of the US and global business cycles to asset allocation and fundamental bottom-up analysis of individual investments in global equities, fixed income, structured products, currencies, commodities and alternatives (private equity and hedge funds), my… Show more Investment specialist with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their financial goals. From a unique top-down analysis of the US and global business cycles to asset allocation and fundamental bottom-up analysis of individual investments in global equities, fixed income, structured products, currencies, commodities and alternatives (private equity and hedge funds), my approach honed over the last two decades has shown consistently superior results. Show less Investment specialist with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their financial goals. From a unique top-down analysis of the US and global business cycles to asset allocation and fundamental bottom-up analysis of individual investments in global equities, fixed income, structured products, currencies, commodities and alternatives (private equity and hedge funds), my… Show more Investment specialist with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their financial goals. From a unique top-down analysis of the US and global business cycles to asset allocation and fundamental bottom-up analysis of individual investments in global equities, fixed income, structured products, currencies, commodities and alternatives (private equity and hedge funds), my approach honed over the last two decades has shown consistently superior results. Show less
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Citizens Business Bank
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United States
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Banking
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700 & Above Employee
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Chief Investment Officer
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Jun 2009 - May 2012
Head of wealth management for high net worth individuals and small institutions. Duties include macroeconomic analysis, strategy and asset allocation, co-managing large cap value stock and fixed income portfolios, and sales and marketing. Head of wealth management for high net worth individuals and small institutions. Duties include macroeconomic analysis, strategy and asset allocation, co-managing large cap value stock and fixed income portfolios, and sales and marketing.
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Provident Investment Counsel
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Investment Management
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1 - 100 Employee
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Portfolio Manager; Senior Equity Analyst
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May 2000 - Dec 2008
Co-lead portfolio manager on over $800 million in large cap, concentrated, and long-short equity portfolios. Senior equity analyst with focus on information technology, telecommunications and energy sectors. Experience also includes analysis of all other GICS sectors. Co-lead portfolio manager on over $800 million in large cap, concentrated, and long-short equity portfolios. Senior equity analyst with focus on information technology, telecommunications and energy sectors. Experience also includes analysis of all other GICS sectors.
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Associate
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Jun 1997 - Sep 1999
Equity analyst focused on business services and information technology service companies. Equity analyst focused on business services and information technology service companies.
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Education
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Northwestern University - Kellogg School of Management
Master of Business Administration - MBA -
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting & Marketing -
Emory University School of Law
J.D., Law -
The Johns Hopkins University
B.A., International Studies -
Emory University School of Law
Juris Doctorate, Law
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