Sean Stout, CFA, CFP® has a strong background in finance and wealth management, with experience in key roles at Central Trust Company and Wells Fargo. With a focus on tailored asset management for high net worth individuals, Sean specializes in long-term capital appreciation through the Growth Equity Model (GEM) strategy. Additionally, their co-founding of the Portfolio Review Services Team at Wells Fargo Investment Institute highlights their expertise in providing customized portfolio management solutions. Sean's academic background includes a Bachelor's degree from the University of Tennessee, Knoxville, and a Master of Business Administration with a concentration in finance from the University of North Florida.
August, 2022 - present
SVP & Senior Portfolio Manager at Northeast Bank
Svp, Senior Portfolio Manager at NBH Bank
Svp, Senior Portfolio Manager, Corporate Banking at Prosperity Bank
Svp, Senior Portfolio Manager, Corporate Banking at Prosperity Bank
Svp, Senior Portfolio Manager at FirstBank