Sean Mcevilly, Cfa Email and Phone Number
Sean Mcevilly, Cfa work email
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Sean Mcevilly, Cfa personal email
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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/
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Managing PartnerVistamark Investments LlcUnited States -
Chief Executive OfficerCrescent Capital Feb 2023 - PresentScottsdale, Arizona, United StatesA 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/ -
Adjunct ProfessorGrand Canyon University Jan 2024 - PresentPhoenix, Arizona, United States -
Private Wealth Advisor, Portfolio ManagerMorgan Stanley Apr 2020 - Nov 2022Scottsdale, Arizona, United StatesCo-managed $3.0B of client portfolios. Primary focus on private credit, private equity, and private real estate allocations. -
Equity Research AssociateWells Fargo Securities Feb 2017 - Jun 2019Equity research associate covering regulated utilities in the U.S. and Canada. -
Equity ResearchPnc Jun 2016 - Feb 2017Equity research analyst for a small-cap mutual fund with $2B AUM.
Sean Mcevilly, Cfa Skills
Sean Mcevilly, Cfa Education Details
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Economics; Business Institutions (Minor); Certificate With An Accounting And Finance Concentration
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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