Sean McEvilly, CFA, is a seasoned investment professional based in Scottsdale, Arizona, with a deep expertise in financial markets, portfolio management, and wealth planning. As a Chartered Financial Analyst (CFA), Sean brings a data-driven approach to helping high-net-worth individuals and institutions optimize their investment strategies. He specializes in risk management, tax-efficient investing, and long-term wealth preservation, ensuring clients navigate complex financial landscapes with confidence.

With a strong analytical mindset and a passion for financial innovation, Sean stays ahead of market trends and emerging investment opportunities. His expertise extends beyond traditional asset management, incorporating macroeconomic insights and forward-looking strategies to maximize financial outcomes.

Outside of work, Sean enjoys traveling, exploring new cultures, and staying engaged with the latest advancements in technology and finance.