Sean Healy
Vice President, Institutional Relations at Parnassus Investments, LLC
About
Sean Healy, CFA, is Vice President, National Accounts at Parnassus Investments, LLC, based in Boston, MA. In this role, he leads manager due diligence teams, oversees product managers, and manages relationships with key home office influencers, playing a pivotal role in driving the firm’s distribution and investment strategy.
His career spans extensive experience in investment advisory and national account management, including a previous tenure at Putnam Retail Management. At Parnassus, Sean specializes in responsible investing with a focus on actively managed U.S. equity and fixed income strategies, and is recognized for his expertise in ESG (environmental, social, and governance) investment products.
Sean holds the Chartered Financial Analyst (CFA) designation, reflecting his commitment to professional excellence and deep analytical capabilities. His notable contributions include advancing the adoption of ESG criteria in portfolio construction and strengthening institutional partnerships in sustainable asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Vice President, Institutional Relations | Feb 2024 to Present | — |
| Putnam Investments | Senior Strategic Relationship Manager | Jan 2018 to Jan 2024 | • Client Relationship Management: Established and maintained relationships with portfolio managers, investment analysts, c-level executives, and investment strategists at financial institutions, repre... |
| Putnam Investments | Strategic Relationship Manager | Jul 2012 to Dec 2017 | • Increased Putnam Assets Under Management at major Broker-Dealer firms, with similar responsibilities to Senior Strategic RM, but with some time spent as supporting role providing investment analysis... |
| Putnam Investments | Senior Regional Marketing Associate | Jan 2012 to Aug 2012 | • Internal wholesaler for Putnam Retail Management, working in partnership with two external wholesalers based in Pacific Northwest, focused on investment analysis, and building client relationships |
| Putnam Investments | Regional Marketing Associate | Jan 2010 to Dec 2011 | — |
| Putnam Investments | Dealer Marketing Services | Jan 2009 to Dec 2009 | • Fielded inbound phone calls from Financial Advisers • Administrative work for wholesalers in the field. • Performed this role during the 2008-2009 Financial Crisis, a challenging time, but incredibl... |
| Cape Cod Baseball League | Baseball Umpire | Jun 2011 to Jul 2015 | • Umpired games in the prestigious Cape Cod Baseball League • Weekends during the Summer |
| Northwoods League | Baseball Umpire | Apr 2008 to Sep 2008 | • Made high profile decisions under pressure • Traveled extensively, among 14 cities across five US states and Canada • Officiated games for elite-level baseball players many of whom went on to play M... |
Education
Suffolk University - Sawyer School of Management
MBA, Finance
2009 — 2013
Boston College
Sociology
2003 — 2007
Others at Parnassus Investments, LLC (16)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
 | Vice President, Advisory Consultant | Chicago, IL , United States |
 | Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States |
 | Incoming Research Analyst | San Francisco, CA , United States |
 | Research Analyst | San Francisco, CA , United States |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Oakland, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
 | Senior Research Analyst | Campbell, CA , United States |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |