Sean Casterline, Cfa Email and Phone Number
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.
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Channel Marketing DirectorVeritas GroupOrlando, Fl, Us -
Founder - Wealth Management ConsultantDelta Capital Management, Llc Jul 2003 - PresentDelta 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.
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AuthorInvestors Passport To Hedge Fund Profits Feb 2008 - Presentwww.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".
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Alternative Investment ConsultantYour Storage Units Oct 2020 - PresentThe 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. -
Wealth Management ConsultantDelta Adivsory Group, Llc Oct 2003 - Jul 2023
Sean Casterline, Cfa Education Details
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University Of Florida - Warrington College Of BusinessFinance -
University Of Florida - Warrington College Of BusinessFinance -
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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