Sean Teesdale is an institutional retirement plan advisor based in Doylestown, PA.
Sean serves as a vice president and financial advisor focused on providing investment and fiduciary advisory services to institutional clients. Sean joined CAPTRUST in 2017 as a vice president, financial advisor and has 19 years of investment and retirement product experience.
Prior to joining the firm, Sean was a client advisor and portfolio manager at Legacy Advisors, where he provided holistic fiduciary advisory services to both institutional and high-net-worth clients.
He earned a Bachelor of Business Administration degree in finance from Villanova University.
Sean is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Philadelphia.
Education
- Bachelor of Business Administration, finance, Villanova University
Industry Designations
- Chartered Financial Analyst®
Industry Involvement
- Chartered Financial Analyst (CFA) Institute
- Chartered Financial Analyst (CFA) Institute Society of Philadelphia
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Doylestown)
- Barron’s Top Institutional Consultants |2021, 2022, 2023, 2024 (Team Doylestown)