Sean Powers Email & Phone Number

Orlando, FL, US

Altamonte Springs, FL, US

Altamonte Springs, FL, US

San Francisco, California, US

• Lead all operations for the Denver office, managing the business development pipeline, software vendors, cyber security, day-to-day client communications, and supervising a team of four employees.
• Assist in serving a $160 million book of business, providing in-house investment management, asset allocation, financial planning, tax optimization, and estate management service through virtual wealth management.
• Manage family office and HNW clients across a diverse set of circumstances.
• Implement tax efficient, options-based equity portfolio solutions to deliver higher risk-adjusted returns to clients.
• Build unfunded, options-based, multi-asset portfolio solutions for clients to diversify assets in a cash-efficient manner.
• Partner with clients and wealth management partners to identify and develop charitable giving strategies.

• Advised and guided high net worth (HNW) clients through market and portfolio assessments, ad hoc research, and evaluating potential investments.
• Traded options, futures, and EFTs for private partnerships.
• Created asset allocation models for RIAs with portfolio risk customized to match goals and risk appetite of clients.
• Sub-advised a high-dividend, low-beta, risk managed equity program for an independent registered investment advisor, working within the mandate of trying to earn an excess return on low volatility.
• Developed risk management systems for in-house equity, fixed income, and liquid alternative models.
• Built option overlay models for core equity allocations. Managed company between 2008-2011 and 2016-2018 (transferred client relationships to Cain Brothers then BPV Capital Management in the interim).

• Managed a risk based asset allocation program for an institutional client that invested in global equity futures, sovereign bond futures, inflation securities, and commodity futures. Program targeted a 10% annualized.
• Assisted in evaluating investment strategies for the company's mutual fund trust.
• Constructed portfolios, developed asset allocation strategies, and managed investments for a diverse range of clients including high net worth individuals, foundations, endowments, and tax exempt hospitals.
• Implemented trading platforms to execute futures, options, foreign exchange forwards, and ETFs in private funds and separately managed accounts.
• Collaborated with counsel, compliance, operations, and service providers to meet best execution standards for both private funds and separately managed accounts.
• Assessed portfolio risk for institutional clients and high net worth investors, including sensitivity to factors, historical simulations, and stress testing.

• Led the portfolio team that managed and grew a systematic global interest rate hedge fund from $250M to $1B AUM at its peak.
• Developed a long volatility strategy to trade against an optimized, collared carry portfolio through OTC options in developed and emerging market FX and interest rate markets.
• Traded one touch spreads, forward volatility agreements, knock outs, and long date straddles.
• Collaborated in the conception, seeding, and management of a $300M long/short US fixed income fund and a $20M AUM emerging market currency fund.
• Developed risk management protocol and policies, including VAR modules, stress testing, and shock testing to manage and supervise the hedge funds of the firm.
• Managed up to a dozen counterparties through ISDA agreements.

Built a hedge desk to sell lumber large regional homebuilders on long term fixed price commitments to help manage their COGS on various projects. Created basis management / hedge accounting systems and purchased forward cash lumber commitments and lumber futures contracts to manage the risk of the program.

• Managed a corn position for assets in Colorado and Kansas.
• Purchased corn, wheat, and soybeans for elevators and processing facilities in Kansas, Missouri, Oklahoma, and Texas.

Bachelor'S, Organizational Behavior & Management

Master'S, Financial Markets & Trading