Sean C. Mulcahy is the Head Of Investment Operations at Opto Investing. Sean is responsible for investment operations and platform transactions, including ecosystem integrations, reporting, and client service.
He has over 15 years of experience building alternative investment technology solutions, focused on the independent wealth management channel. Before Opto, Sean worked at Flow and consulted at Addepar Marketplace. Previously, Sean spent six years at CAIS as an SVP in the operations group. He is a CAIA charterholder and a member of the Rising Leaders Council for the Insitute of Portfolio Alternatives (IPA).
Current role
Head of Investment Operations at AFH
Head of Investment Operations at AJ Bell
Head of Investment Operations at Xen Capital
Head Of Investment Operations at Mattioli Woods
Head Of Investment Operations at Sterling Capital Management LLC