Sean Casterline, Cfa
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Sean Casterline, Cfa Email & Phone Number

Channel Marketing Director at Veritas Group
Location: Greater Orlando, United States, United States 5 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Channel Marketing Director
Location
Greater Orlando, United States, United States

Who is Sean Casterline, Cfa? Overview

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Quick answer

Sean Casterline, Cfa is listed as Channel Marketing Director at Veritas Group, based in Greater Orlando, United States, United States. AeroLeads shows a matched LinkedIn profile for Sean Casterline, Cfa.

Sean Casterline, Cfa previously worked as Founder - Wealth Management Consultant at Delta Capital Management, Llc and Author at Investors Passport To Hedge Fund Profits. Sean Casterline, Cfa holds Mba, Finance from University Of Florida - Warrington College Of Business.

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Email format at Veritas Group

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Veritas Group

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Profile bio

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.

Current workplace

Sean Casterline, Cfa's current company

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Veritas Group
Veritas Group
Channel Marketing Director
Orlando, FL, US
AeroLeads page
5 roles

Sean Casterline, Cfa work experience

A career timeline built from the work history available for this profile.

Founder - Wealth Management Consultant

Current
Delta Capital Management, Llc

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.

Jul 2003 - Present

Author

Current
Investors Passport To Hedge Fund Profits

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".

Feb 2008 - Present

Alternative Investment Consultant

Current

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.

Oct 2020 - Present

Wealth Management Consultant

Delta Adivsory Group, Llc
Oct 2003 - Jul 2023
3 education records

Sean Casterline, Cfa education

Mba, Finance

University Of Florida - Warrington College Of Business

Bsba, Finance

University Of Florida - Warrington College Of Business

Education record

Lake Brantley High School
FAQ

Frequently asked questions about Sean Casterline, Cfa

Quick answers generated from the profile data available on this page.

What company does Sean Casterline, Cfa work for?

Sean Casterline, Cfa works for Veritas Group.

What is Sean Casterline, Cfa's role at Veritas Group?

Sean Casterline, Cfa is listed as Channel Marketing Director at Veritas Group.

Where is Sean Casterline, Cfa based?

Sean Casterline, Cfa is based in Greater Orlando, United States, United States while working with Veritas Group.

What companies has Sean Casterline, Cfa worked for?

Sean Casterline, Cfa has worked for Veritas Group, Delta Capital Management, Llc, Investors Passport To Hedge Fund Profits, Your Storage Units, and Delta Adivsory Group, Llc.

How can I contact Sean Casterline, Cfa?

You can use AeroLeads to view verified contact signals for Sean Casterline, Cfa at Veritas Group, including work email, phone, and LinkedIn data when available.

What schools did Sean Casterline, Cfa attend?

Sean Casterline, Cfa holds Mba, Finance from University Of Florida - Warrington College Of Business.

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