One Capital Management, LLC
Sean Convery is a Bachelor of Arts candidate in Business/Managerial Economics at UCLA, expected to graduate in June 2024. Currently serving as a Wealth Management Intern at One Capital Management, LLC, since July 2021, Sean has created capital markets return forecasts and conducted over 75 company evaluations for clients. As External Vice President of the Campus Partnerships Team with the UCLA Undergraduate Students Association Council since January 2021, Sean has fostered connections between student organizations and advanced legislative actions for cultural communities. Previous roles include a Valet at The Beverly Hills Hotel, a Data Entry Specialist at Pegasus Shipping, Inc. & Pegasus Maritime, Inc., and a Research and Development Product Manager at Oculus VR. In high school, Sean graduated as Valedictorian from Agoura High School.
One Capital Management, LLC
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.