Sean Kaukas, CFA®
Portfolio Consultant
Natixis Investment Managers Solutions
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
2548580.6.1
Related Articles
Portfolio Construction: Growth & Cyclical Stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
A Two-Part Framework to Explain Equity Performance
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
Is Inflation Poised to Roll Over?
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
Positioning Portfolios for Fading Inflation
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.