Sean Mcevilly, Cfa Email & Phone Number

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/

Listed skills include Equity Research, Public Speaking, Microsoft Excel, Leadership, and 13 others.