Data Analyst
Sean Baloun joined the team in August of 2018 after graduating from the University of Iowa. His collegiate studies in conjunction with experience in top-down equity research for his university’s endowment fund have provided him with a strong knowledge base for portfolio management and capital market analysis.
Sean earned a B.B.A in Finance and resides in Glen Ellyn, IL.
Managing Partner
Managing Partner
Managing Partner
Managing Partner
Director of Portfolio Management
Director of Operations
Director of Financial Planning
Wealth Advisor
Wealth Advisor
Client Service Associate
Data Analyst
Client Service Associate
Client Experience Coordinator