Sean Serrell

Sean Serrell, CFA, FDP, is a seasoned financial professional with extensive experience in investment analysis and research. Currently serving as a Research Analyst on the Quantitative Innovation Team at Charles Schwab since June 2021, Sean previously held the role of Senior Investment Analyst at Transamerica from March 2015 to May 2021. Prior to that, Sean was the President and Director of Research at Standard Model Capital Strategy for nearly a year. Sean's career began at Fidelity Investments, where Sean worked as an analyst in both Asset Allocation Research and Strategic Advisers from June 2006 to September 2013. In addition to financial expertise, Sean possesses a Master of Fine Arts in Creative Writing from Cornell University and a Bachelor of Arts in Interdisciplinary studies from The University of Alabama, reflecting a strong background in both finance and the arts.