Sean Guldi
Direttore degli Investimenti presso Butensky & Cohen Financial Security, Inc.
Profilo
Mr. Sean Guldi is a Chief Investment Officer at Butensky & Cohen Financial Security, Inc. He has been a part of B&C Financial Advisors since 2013.
He has ten years of experience in the financial services industry.
His primary focus at B&C Financial Advisors is the daily management of client portfolios.
In addition to investment management, he works with clients on several aspects of financial planning including education and retirement planning.
Mr. Guldi was previously employed as an Investment Analyst by Newport Group Securities, Inc. and a Project Analyst by Bank of America NA (New York Branch).
He received his graduation from the University of Florida in Business Administration with a concentration in Finance.
Posizioni attive di Sean Guldi
| Società | Posizione | Inizio |
|---|---|---|
Butensky & Cohen Financial Security, Inc.
 Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Direttore degli Investimenti | 01/04/2013 |
Precedenti posizioni note di Sean Guldi
| Società | Posizione | Fine |
|---|---|---|
Newport Group Securities, Inc.
 Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Corporate Officer/Principal | 31/03/2013 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/01/2009 |
Formazione di Sean Guldi
| University of Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Newport Group Securities, Inc.
Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |
Butensky & Cohen Financial Security, Inc.
Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Finance |
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