Sean Ketcherside, Cfa

Sean Ketcherside, Cfa Email and Phone Number

Associate Portfolio Manager and Sector Analyst @ Waycross Partners
Louisville, KY, US
Sean Ketcherside, Cfa's Location
Louisville, Kentucky, United States, United States
Sean Ketcherside, Cfa's Contact Details
About Sean Ketcherside, Cfa

As a highly experienced and skilled Equity Research Analyst with a history of success in the asset management industry, I have a 12+ year track record of providing strong fundamental analysis and investment recommendations. I possess expertise in industry and company analysis, equity valuation, financial statement analysis, sensitivity and risk analysis, and portfolio composition. I'm seeking a Generalist Analyst role that is intellectually challenging with the opportunity for personal and professional growth.

Sean Ketcherside, Cfa's Current Company Details
Waycross Partners

Waycross Partners

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Associate Portfolio Manager and Sector Analyst
Louisville, KY, US
Employees:
15
Sean Ketcherside, Cfa Work Experience Details
  • Waycross Partners
    Associate Portfolio Manager And Sector Analyst
    Waycross Partners
    Louisville, Ky, Us
  • Waycross Partners
    Associate Portfolio Manager/Sector Analyst
    Waycross Partners Oct 2023 - Present
    Louisville, Kentucky, United States
  • Waycross Partners
    Sector Analyst
    Waycross Partners Jan 2021 - Sep 2023
    Louisville, Kentucky, United States
  • Kennedy Capital Management, Inc.
    Research Analyst
    Kennedy Capital Management, Inc. Mar 2014 - Aug 2020
    Greater St. Louis Area
    • Energy and Utilities sector analyst for a buy side long only institutional investment manager• Covered small, mid, and micro cap stocks providing recommendations to 9 Portfolio Managers on 12 product strategies spanning Deep Value, Value, Core, and Growth. • Sector specialist providing micro and macro analysis. • Responsible for company specific research, analysis, valuation, and buy/sell recommendations. • Research included on site due diligence and management discussions, not solely reading and analyzing reports and documents. • Assisted in training interns in various aspects of investing.
  • Scout Investments
    Energy And Utilities Investment Analyst
    Scout Investments Jan 2008 - Feb 2014
    • Energy and Utilities sector analyst for a mutual fund and institutional investing group with over $26 bn in assets under management. • Covered large, mid, and small cap ranges focused on Core. • Served as the sector specialist and provided analysis, valuations, and recommendations to the 2 domestic portfolio teams and the global portfolio team. • Funds that I worked with have won two Lipper awards. • Part of the UMB oil, gas, and minerals committee and UMB closely held committee that analyzed and valued private companies and oil and gas interests that were held in personal trusts within UMB from 2008 to 2011. • Member of the Scout Investments best places to work committee 2011-2013.
  • Umb Bank
    Management Rotation Program
    Umb Bank Jan 2007 - Jan 2008
    Kansas City, Missouri Area
    Corporate Trainee, Management Rotation Program• Leadership development program that involved rotations in different business lines along with corporate development training. • Participated in round table discussions on current economic events, management training, and self realization training. • Wrote a white paper on retaining and recruiting high level talent and a white paper on the proxy solicitation market.Investment Analyst Rotation September, 2007-June, 2008• Assisted the Director of Research on special projects, analyzed closely held companies for personal trusts, and started covering the Energy sector in January 2008. • Much of this time was spent learning the Energy sector and how to analyze companies.Credit Analyst Rotation January, 2007- September, 2007• Analyzed financial statements to determine financial standing of a company and prepared documents that assisted in the decision whether or not loans or foreign exchange lines of credit should be made to that company. • Prepared loan reports that were used in board meetings detailing all loans that were made in the previous month.
  • Digital Design
    Finance Manager
    Digital Design Mar 2004 - Jan 2007
    • Handled all aspects of finances for three small businesses. • Improved cash conversion cycle and net income through cost efficiency, debt management, and receivables maintenance. • Analyzed the Company's financials for trends and made operational recommendations based on that analysis. • Assisted in decisions regarding capital investment and purchasing of fixed assets.

Sean Ketcherside, Cfa Skills

Investments Mutual Funds Valuation Equities Finance Portfolio Management Financial Analysis Bloomberg Analysis Financial Modeling Research Management Credit Asset Management

Sean Ketcherside, Cfa Education Details

Frequently Asked Questions about Sean Ketcherside, Cfa

What company does Sean Ketcherside, Cfa work for?

Sean Ketcherside, Cfa works for Waycross Partners

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

Sean Ketcherside, Cfa's current role is Associate Portfolio Manager and Sector Analyst.

What is Sean Ketcherside, Cfa's email address?

Sean Ketcherside, Cfa's email address is se****@****ail.com

What is Sean Ketcherside, Cfa's direct phone number?

Sean Ketcherside, Cfa's direct phone number is +181678*****

What schools did Sean Ketcherside, Cfa attend?

Sean Ketcherside, Cfa attended University Of Missouri-Columbia, University Of Missouri-Kansas City.

What skills is Sean Ketcherside, Cfa known for?

Sean Ketcherside, Cfa has skills like Investments, Mutual Funds, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Research, Management.

Who are Sean Ketcherside, Cfa's colleagues?

Sean Ketcherside, Cfa's colleagues are Christopher Herb, Paul Hummer, Chris Greco, Evan Ferreby, Cfa.

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