Sean Casterline, Cfa

Sean Casterline, Cfa Email and Phone Number

Channel Marketing Director @ Veritas Group
Orlando, FL, US
Sean Casterline, Cfa's Location
Greater Orlando, United States, United States
About Sean Casterline, Cfa

Sean Casterline is a private wealth manager consultant based out of Orlando, FL. Mr. Casterline began his career with Delta Advisory Services as an asset manager. During his time at Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $165 million and co-hosted a syndicated financial radio show called “Talking About your Investments”. The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas. At this time, Mr. Casterline appeared regularly as an investment expert on the NBC affiliate in Tampa and the FOX affiliate in Orlando. He also had many speaking engagements at investment conferences across the country. Mr. Casterline has been published in several trade magazines/websites and is currently writing a book on international investing. Specialties: Mr. Casterline earned both his Bachelors Degree in Finance and Masters Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and is a former Arbitrator for the NASD.

Sean Casterline, Cfa's Current Company Details
Veritas Group

Veritas Group

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Channel Marketing Director
Orlando, FL, US
Sean Casterline, Cfa Work Experience Details
  • Veritas Group
    Channel Marketing Director
    Veritas Group
    Orlando, Fl, Us
  • Delta Capital Management, Llc
    Founder - Wealth Management Consultant
    Delta Capital Management, Llc Jul 2003 - Present
    Delta Capital Management is a leading independent wealth management firm. Delta Capital Management primarily works in the plan management space and drives outcomes with its portfolio management process. Through plant-specific financial analysis and independent and proprietary investment research, our services are designed to secure participant outcomes for the ong-term. Headquartered in Orlando Florida, Delta Capital Management serves clients globally.
  • Investors Passport To Hedge Fund Profits
    Author
    Investors Passport To Hedge Fund Profits Feb 2008 - Present
    www.InvestorsPassport.com is a firm dedicated to providing timely and insightful global investment research. The company was founded as an offshoot to our book "Investors Passport to Hedge Fund Profits".
  • Your Storage Units
    Alternative Investment Consultant
    Your Storage Units Oct 2020 - Present
    The Storage Units team partners with financial professionals who are looking to differentiate themselves and diversify client portfolios by offering private self-storage real estate investments that can be held on major custodial platforms.
  • Delta Adivsory Group, Llc
    Wealth Management Consultant
    Delta Adivsory Group, Llc Oct 2003 - Jul 2023

Sean Casterline, Cfa Education Details

  • University Of Florida - Warrington College Of Business
    University Of Florida - Warrington College Of Business
    Finance
  • University Of Florida - Warrington College Of Business
    University Of Florida - Warrington College Of Business
    Finance
  • Lake Brantley High School
    Lake Brantley High School

Frequently Asked Questions about Sean Casterline, Cfa

What company does Sean Casterline, Cfa work for?

Sean Casterline, Cfa works for Veritas Group

What is Sean Casterline, Cfa's role at the current company?

Sean Casterline, Cfa's current role is Channel Marketing Director.

What schools did Sean Casterline, Cfa attend?

Sean Casterline, Cfa attended University Of Florida - Warrington College Of Business, University Of Florida - Warrington College Of Business, Lake Brantley High School.

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