Sean Kaukas is responsible for providing portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.

Prior to joining the firm, Sean spent four years in MassMutual’s Investment Management Group focused on investment manager research and sub-advisory selection for MassMutual’s mutual fund family.

Sean is a CFA® charterholder and holds a bachelor’s degree in business administration from Bryant University. He is FINRA Series 7 licensed.

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