Sean McCaffrey, CFA
Senior Vice President, Investments
As a member of the Global Public Markets Team, Sean researches and performs operational due diligence on core investment managers and leads research efforts on defined contribution-specific investment solutions. He is a member of the firm’s Defined Contribution Business Council and Strategic Oversight Committee. Sean joined the firm in 2014. He received his MBA from the University of Hartford and BS from the University of Connecticut School of Business. Sean is a CFA® charterholder and member of the CFA Institute He is a Board member for the CFA Society of Hartford and Committee Member for the DCIIA Retirement Income Committee.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
