Sean Baloun joined Vertex in 2016. As part of the portfolio management team, Sean helps to ensure client portfolios are managed in accordance with Vertex’s formalized investment processes, performing fundamental and quantitative due diligence; incorporating risk and return monitoring; and maintaining tax and expense awareness when making investment decisions.
Sean is a CFA® Charterholder and earned his Bachelor of Business Administration degree in Finance from the University of Iowa. As a LPL Registered Associate he holds the following securities registrations: Series 7 & 63 (held with LPL Financial) and 65 (held with Vertex Planning Partners, LLC). He resides in