![Sean Patrick Preston](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Sean Patrick Preston
Director of Research - Equity at Glassman Wealth Services LLC
Profile
Mr. Sean P.
Preston, CFA, is a Director of Research at Glassman Wealth Services LLC.
He works with the firm and the firm's Investment Policy Committee to provide research and due diligence for the firm's investment strategies.
As an inquisitive researcher and incisive financial professional, Mr. Preston brings his extensive knowledge in all types of investments including equity, fixed income, derivative and alternative assets to select investments and optimize the firm's client portfolios.
He also leads the trading and rebalancing in the firm's client accounts, as well as continually monitoring the performance of the firm's investment strategies.
He is responsible for staying current on market conditions and disseminating this information in his Daily Investment Report throughout the firm.
His expertise is also applied to create investment models for the firm's clients’ unique 401(k) plans.
Prior to joining GWS, Mr. Preston was the Director of Operations, Cashiering and Mutual Funds for FolioFN where he managed a mutual fund platform in excess of $150 million.
He is a Chartered Financial Analyst and received his Bachelor of Business Administration in Banking and Finance from the University of North Florida.
Sean Patrick Preston active positions
Companies | Position | Start |
---|---|---|
Glassman Wealth Services LLC
![]() Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Director of Research - Equity | 2010-01-31 |
Harbor Health Services, Inc. (Massachusetts)
![]() Harbor Health Services, Inc. (Massachusetts) Hospital/Nursing ManagementHealth Services Harbor Health Services, Inc. provides healthcare services. The firm’s services include adult & family medicine, pediatric & adolescent health, women’s health, OB/GYN, dental services, behavioral health, substance use disorder treament, HIV services, clinical pharmacy, retail pharmacy, optometry, podiatry, laboratory, nutrition counselling, social and media interpreter services, financial counselors, social services, home health services, adult day health, rehabilitation programs and family caregiver support. The company was founded in 1985 and is headquartered in Mattapan, MA. | Chairman | - |
Former positions of Sean Patrick Preston
Companies | Position | End |
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FOLIOfn, Inc.
![]() FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Corporate Officer/Principal | - |
Training of Sean Patrick Preston
University of North Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Glassman Wealth Services LLC
![]() Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Finance |
FOLIOfn, Inc.
![]() FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Technology Services |
Harbor Health Services, Inc. (Massachusetts)
![]() Harbor Health Services, Inc. (Massachusetts) Hospital/Nursing ManagementHealth Services Harbor Health Services, Inc. provides healthcare services. The firm’s services include adult & family medicine, pediatric & adolescent health, women’s health, OB/GYN, dental services, behavioral health, substance use disorder treament, HIV services, clinical pharmacy, retail pharmacy, optometry, podiatry, laboratory, nutrition counselling, social and media interpreter services, financial counselors, social services, home health services, adult day health, rehabilitation programs and family caregiver support. The company was founded in 1985 and is headquartered in Mattapan, MA. | Health Services |
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