Sean Guldi

Chief Investment Officer bij Butensky & Cohen Financial Security, Inc.

38 jaar

Finance

Consumer Services

Actieve functies van Sean Guldi

Bedrijven	Functie	Begin	Einde
Butensky & Cohen Financial Security, Inc. Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients.	Chief Investment Officer	01-04-2013	-
	Director of Investments	01-04-2013	-

Bedrijven	Functie	Begin	Einde
Newport Group Securities, Inc. Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services.	Corporate Officer/Principal	01-02-2009	31-03-2013
Bank of America NA (New York Branch) Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.	Corporate Officer/Principal	01-06-2008	31-01-2009

University of Florida

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Corporate Officer/Principal	2
Chief Investment Officer	1
Director of Investments	1

Sectoraal

Finance	4
Consumer Services	2

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Bedrijven in privébezit	3
Butensky & Cohen Financial Security, Inc. Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients.	Finance
Newport Group Securities, Inc. Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services.	Finance
Bank of America NA (New York Branch) Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.	Finance