Sean Powers

Sean Powers Email and Phone Number

Executive Director, Portfolio Management and Sustainability @ AdventHealth
Orlando, FL, US
Sean Powers's Location
Greater Orlando, United States, United States
Sean Powers's Contact Details
About Sean Powers

Sean Powers is a Executive Director, Portfolio Management and Sustainability at AdventHealth. He possess expertise in mutual funds, financial modeling, fixed income, management, portfolio management and 40 more skills.

Sean Powers's Current Company Details
AdventHealth

Adventhealth

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Executive Director, Portfolio Management and Sustainability
Orlando, FL, US
Sean Powers Work Experience Details
  • Adventhealth
    Executive Director, Portfolio Management And Sustainability
    Adventhealth
    Orlando, Fl, Us
    View
  • Adventhealth
    Executive Director, Portfolio Management And Sustainability
    Adventhealth Jul 2023 - Present
    Altamonte Springs, Fl, Us
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  • Adventhealth
    Director, Portfolio Management And Sustainability
    Adventhealth May 2022 - Jul 2023
    Altamonte Springs, Fl, Us
    View
  • Robertson Stephens
    Managing Director, Principal
    Robertson Stephens Dec 2020 - May 2022
    San Francisco, California, Us
    View
  • All Season Financial Advisors, Inc.
    Managing Director / Portfolio Manager (Options Strategies)
    All Season Financial Advisors, Inc. Apr 2018 - Nov 2020
    ● 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 networks. ● 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.● Manage concentrated stock positions through the use of options to reduce client tax burdens.● Drive new business development through building a network of clients across Denver, Vail Valley, and Steamboat Springs.KEY ACHIEVEMENTS:○ Drove significant new business development in the HNW / family office market. ○ Built out the firm’s technology stack, including financial planning, investment management, CRM, and risk management. ○ Expanded virtual wealth management offering through cultivating new partnerships and Centers of Influence (COI).
  • Surgo Capital Management, Llc
    Owner / Portfolio Manager / Outsourced Cio
    Surgo Capital Management, Llc May 2008 - Mar 2018
    ● 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).
  • Bpv Capital Management (Formerly Cain Brothers Asset Management)
    Senior Portfolio Manager
    Bpv Capital Management (Formerly Cain Brothers Asset Management) Feb 2011 - May 2016
    ● 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 volatility.● 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.● Managed trading, prime broker, and custodial relationships.KEY ACHIEVEMENTS:○ Built a bespoke asset allocation program for a $150M tax-exempt healthcare hospital with investment risk matched to the hospital’s operational risk. ○ Expanded an option income strategy from large cap US equities to global, including fixed income, commodities, and FX; ran up to $340M AUM, exploiting the volatility risk premium (VRP) in a hedged format.○ Developed a long only global equities program and risk-based asset allocation approach for risk-averse, tax-exempt clients wanting exposure to global equity futures; this program increased Cain’s revenue stream by 10%.
  • Lotsoff Capital Management
    Head Of Alternative Investments / Portfolio Manager
    Lotsoff Capital Management Apr 2000 - May 2008
    ● 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.
  • Wickes Inc.
    Hedge Desk Manager
    Wickes Inc. Jan 1997 - Apr 2000
    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.
  • Cargill, Inc.
    Commodity Merchant
    Cargill, Inc. May 1994 - Jan 1997
    ● 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.

Sean Powers Skills

Mutual Funds Financial Modeling Fixed Income Management Portfolio Management Asset Management Hedge Funds Equities Investments Alternative Investments Foreign Exchange Options Options Options Strategies Volatility Volatility Arbitrage Risk Management Family Office Tax Portfolio Optimization Portfolio Performance Analysis Fixed Income Portfolio Management Portfolio Assessment Account Portfolio Management Portfolio Managers Fx Hedging Interest Rate Hedging Financial Software Implementation Team Management Change Management Hedging Concentrated Stock Management Executive Leadership Fixed Income Strategies Fixed Income Analysis Foreign Exchange Trading Foreign Exchange Risk Management Equity Derivatives Derivatives Interest Rate Derivatives Fx Derivatives Exchange Traded Derivatives Exotic Derivatives Derivatives Trading Foreign Exchange Management Private Equity

Sean Powers Education Details

  • Brown University
    Brown University
    Organizational Behavior & Management
  • Illinois Institute Of Technology
    Illinois Institute Of Technology
    Financial Markets & Trading

Frequently Asked Questions about Sean Powers

What company does Sean Powers work for?

Sean Powers works for Adventhealth

What is Sean Powers's role at the current company?

Sean Powers's current role is Executive Director, Portfolio Management and Sustainability.

What is Sean Powers's email address?

Sean Powers's email address is se****@****tal.com

What schools did Sean Powers attend?

Sean Powers attended Brown University, Illinois Institute Of Technology.

What skills is Sean Powers known for?

Sean Powers has skills like Mutual Funds, Financial Modeling, Fixed Income, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Investments, Alternative Investments, Foreign Exchange Options, Options.

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