Opto Investments
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).
Opto Investments
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Opto Investments mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Their investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.