Sean Mcevilly, Cfa

Sean Mcevilly, Cfa Email and Phone Number

Managing Partner @ Vistamark Investments LLC
United States
Sean Mcevilly, Cfa's Location
Greater Phoenix Area, United States
Sean Mcevilly, Cfa's Contact Details

Sean Mcevilly, Cfa personal email

About Sean Mcevilly, Cfa

Sean McEvilly works with ultra high net worth individuals, family offices, and foundations helping them implement alternative investment portfolios based on their specific goals. Sean’s primary focus is on constructing customized private market investments for the team’s clients. As part of this process, he works directly with privately held companies looking to raise capital and delivers the firm’s highest-conviction views and solutions. Sean also assists self-directed clients in the execution of opportunistic investment strategies.In addition, Sean has experience working with Founders & CEOs of startups. His focus is helping startups in AZ think through capital structure, fundraising efforts, and financial decisions. Sean is heavily involved in the growing venture capital ecosystem in Phoenix, AZ.Sean graduated with a B.A. in Economics from Northwestern University and completed a Masters in Management Studies at Northwestern’s Kellogg School of Business. In addition, Sean holds the prestigious Chartered Financial Analyst® (CFA®) designation.See Crescent Capital's homepage: https://www.crescentcapitalpwm.com/

Sean Mcevilly, Cfa's Current Company Details
Vistamark Investments LLC

Vistamark Investments Llc

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Managing Partner
United States
Sean Mcevilly, Cfa Work Experience Details
  • Vistamark Investments Llc
    Managing Partner
    Vistamark Investments Llc
    United States
  • Crescent Capital
    Chief Executive Officer
    Crescent Capital Feb 2023 - Present
    Scottsdale, Arizona, United States
    A private markets investment advisor. We build custom private equity, private credit, and private real estate portfolios for clients. We do direct, co-GP, and LP investments for family offices and ultra-high net worth individuals.https://www.crescentcapitalpwm.com/
  • Grand Canyon University
    Adjunct Professor
    Grand Canyon University Jan 2024 - Present
    Phoenix, Arizona, United States
  • Morgan Stanley
    Private Wealth Advisor, Portfolio Manager
    Morgan Stanley Apr 2020 - Nov 2022
    Scottsdale, Arizona, United States
    Co-managed $3.0B of client portfolios. Primary focus on private credit, private equity, and private real estate allocations.
  • Wells Fargo Securities
    Equity Research Associate
    Wells Fargo Securities Feb 2017 - Jun 2019
    Equity research associate covering regulated utilities in the U.S. and Canada.
  • Pnc
    Equity Research
    Pnc Jun 2016 - Feb 2017
    Equity research analyst for a small-cap mutual fund with $2B AUM.

Sean Mcevilly, Cfa Skills

Equity Research Public Speaking Microsoft Excel Leadership Microsoft Office Teamwork Management Accounting Social Networking Finance Coaching Financial Modeling Athletics Data Analysis Community Outreach Financial Analysis Powerpoint

Sean Mcevilly, Cfa Education Details

Frequently Asked Questions about Sean Mcevilly, Cfa

What company does Sean Mcevilly, Cfa work for?

Sean Mcevilly, Cfa works for Vistamark Investments Llc

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

Sean Mcevilly, Cfa's current role is Managing Partner.

What is Sean Mcevilly, Cfa's email address?

Sean Mcevilly, Cfa's email address is se****@****ley.com

What schools did Sean Mcevilly, Cfa attend?

Sean Mcevilly, Cfa attended Northwestern University - Kellogg School Of Management, Northwestern University.

What skills is Sean Mcevilly, Cfa known for?

Sean Mcevilly, Cfa has skills like Equity Research, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Management, Accounting, Social Networking, Finance, Coaching, Financial Modeling.

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