Sean De La Pena, CFA

Sean De La Pena, CFA has over 12 years of experience in the financial services industry. Sean began their career in 2009 as an Account Executive for California First National Bank. In 2014, they joined Culver Pacific Capital Partners as an Investment Associate and Investment Analyst. In 2018, they founded and became the Chief Executive Officer of M-Form, Inc. In 2020, they joined Ameriprise Financial Services, LLC as a Portfolio Consultant. Most recently, in 2021, they became the CEO of Lyncean Technologies, Inc.

Sean De La Pena, CFA obtained a Bachelor of Science (B.S.) in Economics from the University of California, Berkeley. Sean then pursued further studies in International Business at the University of Oxford. In May 2020, they obtained the Chartered Financial Analyst® (CFA) Charterholder certification from the CFA Institute.