Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Sean Teesdale is an institutional retirement plan advisor based in Doylestown, PA.

Sean serves as a vice president and financial advisor focused on providing investment and fiduciary advisory services to institutional clients. Sean joined CAPTRUST in 2017 as a vice president, financial advisor and has 19 years of investment and retirement product experience.

Prior to joining the firm, Sean was a client advisor and portfolio manager at Legacy Advisors, where he provided holistic fiduciary advisory services to both institutional and high-net-worth clients.

He earned a Bachelor of Business Administration degree in finance from Villanova University.

Sean is a CFA® charter holder and a member of 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, and 2022 (CAPTRUST Doylestown)
  • Barron’s Top Institutional Consultants |2021, 2022, 2023, 2024 (Team Doylestown)

Resources

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