Sean E. Teesdale, CFA

Vice President | Financial Advisor

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Sean Teesdale, Vice President, Financial Advisor

Sean Teesdale is a vice president and financial advisor in our Wayne, Pennsylvania, office, specializing in institutional retirement plans. Drawing on his 19 years of experience with investment and retirement products, he provides investment and fiduciary advisory services to institutional clients.

Sean joined CAPTRUST back in 2017. Before that, he was a client advisor and portfolio manager at Legacy Advisors, where he offered comprehensive fiduciary advisory services to both institutional and high-net-worth clients. Sean holds a Bachelor of Business Administration degree in finance from Villanova University and is a CFA® charter holder. He is also an active member of both the CFA Institute and the CFA Society of Philadelphia.

Education

  • Bachelor of Business Administration, finance, Villanova University

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • Chartered Financial Analyst (CFA) Institute
  • Chartered Financial Analyst (CFA) Institute Society of Philadelphia

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, 2024, and 2025 (CAPTRUST Doylestown)
  • Barron’s Top Institutional Consulting Teams | 2021, 2022, 2023, 2024, and 2025 (Team Doylestown)

Wayne, PA

724 West Lancaster Ave. #210
Wayne, PA 19087

215.348.8811

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