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Sean Spurgin

Portfolio Analyst and Security Data Manager at Saturna Capital Corp.

Bellingham, WA , United States

About

Sean Spurgin is currently an Institutional Operations Manager and Fund Accountant at Saturna Capital Corp, an independent investment advisory firm headquartered in Bellingham, Washington. He joined Saturna Capital in 2011 and specializes in fund accounting, securities data management, and portfolio analysis. His responsibilities include supporting institutional client operations, managing fund administration, and contributing to investment reporting and data oversight.

At Saturna Capital, Spurgin's expertise covers pooled investment funds (mutual funds and private partnerships), retirement programs, and sustainable investment strategies, with a particular focus on sectors meeting rigorous environmental, social, and governance (ESG) criteria and those suitable for Islamic finance principles. He works closely with accounts ranging from individual and corporate clients to specialized mandates such as the Amana Mutual Funds Trust, which requires adherence to Shariah-compliant investment guidelines.

Before joining Saturna, Sean worked as a reimbursement analyst in the insurance industry. He holds a BA in Finance with a minor in Economics from Western Washington University and the CIPM® designation, demonstrating expertise in investment performance measurement and reporting. Spurgin is recognized for his analytic capabilities and contributions to Saturna's reputation for risk-averse, client-focused investment management in the Pacific Northwest.

Career History

OrganizationRoleDate RangeDetails
Saturna CapitalPortfolio Analyst and Security Data ManagerUnknown to Present
Saturna CapitalInstitutional Operations ManagerJan 2012 to Present

Education

Western Washington University

Bachelors, Finance

2003 2005

Wenatchee Valley College

Associate of Arts

2001 2003

Others at Saturna Capital Corp. (10)

NameRoleLocation
Craig Churman
Craig Churman
Vice President, Product DevelopmentBellingham, WA , United States
Daniel Kim
Daniel Kim
Portfolio Manager and Senior Investment AnalystBellevue, WA , United States
E
Elizabeth Alm
Portfolio Manager and Senior Investment AnalystBellingham, WA , United States
Jane Carten
Jane Carten
PresidentBellingham, WA , United States
Monem Salam
Monem Salam
Executive Vice President, Portfolio ManagerBellingham, WA , United States
Tami Morrison
Tami Morrison
Vice President Information TechnologyKirkland, WA , United States
J
John Corrieri
Vice President Retirement ServicesBellingham, WA , United States
Mustafa Aydemir
Mustafa Aydemir
Senior Investment AnalystBerlin, Germany
Pierce McCrerey
Pierce McCrerey
Fixed Income AnalystBellingham, WA , United States
Z
Zahid Siddique
Senior Equity Analyst, Portfolio ManagerBellingham, WA , United States