Sean Spurgin
Portfolio Analyst and Security Data Manager at Saturna Capital Corp.
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Saturna Capital | Portfolio Analyst and Security Data Manager | Unknown to Present | — | 
| Saturna Capital | Institutional Operations Manager | Jan 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)
| Name | Role | Location | 
|---|---|---|
| Vice President, Product Development | Bellingham, WA , United States | |
|  | Portfolio Manager and Senior Investment Analyst | Bellevue, WA , United States | 
| EElizabeth Alm | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States | 
| President | Bellingham, WA , United States | |
| Executive Vice President, Portfolio Manager | Bellingham, WA , United States | |
| Vice President Information Technology | Kirkland, WA , United States | |
| JJohn Corrieri | Vice President Retirement Services | Bellingham, WA , United States | 
| Senior Investment Analyst | Berlin, Germany | |
| Fixed Income Analyst | Bellingham, WA , United States | |
| ZZahid Siddique | Senior Equity Analyst, Portfolio Manager | Bellingham, WA , United States |