![Sean Aloysius Bergin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Sean Aloysius Bergin worked as the Chief Compliance Officer at Ironview Capital Management LLC from 2009 to 2020.
Prior to that, he was a Founding Partner & Managing Director at Citrin Cooperman Wealth Management LP in 2009.
Bergin received his undergraduate degree from The Pennsylvania State University in 2002.
Anciens postes connus de Sean Aloysius Bergin
| Sociétés | Poste | Fin |
|---|---|---|
Ironview Capital Management LLC
 Ironview Capital Management LLC Investment ManagersFinance Ironview creates a customized wealth management plan based on the client's long-term objectives and risk tolerance. The firm provides a diversified portfolio that considers not only the traditional equities, fixed-income, and cash mix but also other key components of a truly diversified portfolio, such as real estate, precious metals, and alternative investments. They seek to provide a hedged overlay onto their portfolios to reduce volatility in their portfolios and define limits in negative outlier market conditions. | Compliance Officer | 22/12/2020 |
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Corporate Officer/Principal | 01/06/2009 |
Formation de Sean Aloysius Bergin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Finance |
Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview creates a customized wealth management plan based on the client's long-term objectives and risk tolerance. The firm provides a diversified portfolio that considers not only the traditional equities, fixed-income, and cash mix but also other key components of a truly diversified portfolio, such as real estate, precious metals, and alternative investments. They seek to provide a hedged overlay onto their portfolios to reduce volatility in their portfolios and define limits in negative outlier market conditions. | Finance |
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