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Sean Kraus

Sean Kraus

Senior Vice President, Senior Portfolio Manager at Whittier Trust Co. of Nevada Inc.

South Pasadena, CA , United States

About

Sean C. Kraus is Senior Vice President and Senior Portfolio Manager at Whittier Trust Company, based in South Pasadena, California, where he manages investment portfolios for high net worth clients and family offices. His responsibilities span global macroeconomics, equity research, fixed income analysis, asset allocation, and portfolio construction. He has deep expertise in equities, fixed income, and alternative asset classes, tailoring investment strategies to sophisticated client needs.

Before joining Whittier Trust in 2014, Sean was a Portfolio Manager, Economist, Equity Analyst, and Wealth Strategist at Credit Suisse, and previously served as Chief Investment Officer at CitizensTrust. His prior roles reflect a strong background in wealth management, macroeconomic analysis, and investment strategy development across multiple market cycles.

Sean holds an MBA in Finance, Accounting & Marketing from Northwestern University's Kellogg School of Management, a J.D. from Emory University School of Law, and a B.A. in International Studies from The Johns Hopkins University. Known for his work in global macroeconomics and multi-asset portfolio management, he is recognized for leveraging analytical rigor and market insight to deliver bespoke investment solutions.

Career History

OrganizationRoleDate RangeDetails
Whittier Trust CompanySenior Vice President, Senior Portfolio ManagerAug 2014 to Present
Senior Portfolio Manager focused on a select group of ultra-high net worth clients including individuals, families and foundations. Investment exposure typically includes select equities, fixed incom...
Credit SuissePortfolio Manager and Economist and Equity Analyst and Wealth StrategistMay 2012 to Aug 2014
Investment specialist with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their fin...
CitizensTrustChief Investment OfficerJun 2009 to May 2012
Head of wealth management for high net worth individuals and small institutions. Duties include macroeconomic analysis, strategy and asset allocation, co-managing large cap value stock and fixed inco...
Provident Investment CounselPortfolio Manager; Senior Equity AnalystMay 2000 to Dec 2008
Co-lead portfolio manager on over $800 million in large cap, concentrated, and long-short equity portfolios. Senior equity analyst with focus on information technology, telecommunications and energy ...
Lehman Brothers Inc.AssociateJun 1997 to Sep 1999
Equity analyst focused on business services and information technology service companies.

Education

Northwestern University - Kellogg School of Management

Master of Business Administration - MBA

Northwestern University - Kellogg School of Management

MBA, Finance, Accounting & Marketing

Emory University School of Law

J.D., Law

The Johns Hopkins University

B.A., International Studies

Emory University School of Law

Juris Doctorate, Law

Skills & Expertise

Portfolio Management
Fixed Income
Equities
Asset Allocation
Wealth Management
Macroeconomics
Investments
Hedge Funds
Financial Modeling
Alternative Investments
Investment Strategies
Asset Managment
Valuation
Private Equity
Mutual Funds
Asset Management
Bloomberg
Equity Research
Financial Risk
Strategy
Structured Products
Finance
Analysis
Research
Business Development
Microsoft Excel
Investment Management

Others at Whittier Trust Co. of Nevada Inc. (20)

NameRoleLocation
Caleb Silsby
Caleb Silsby
Chief Portfolio ManagerNewport Beach, CA , United States
C
Calvin Lee
Fund ManagerAlhambra, CA , United States
David Ronco
David Ronco
Senior Portfolio ManagerNewport Beach, CA , United States
Derek Galvan
Derek Galvan
Investment AssociateSan Francisco, CA , United States
Eric Derrington
Eric Derrington
Portfolio ManagerLos Angeles, CA , United States
Jackson Vena
Jackson Vena
Investment AnalystUnited States
J
Jay Karpen
Portfolio Manager, Vice PresidentReno, NV , United States
Nick Momyer
Nick Momyer
Northwest Regional Manager, Senior Portfolio ManagerKirkland, WA , United States
Nielsen Fields
Nielsen Fields
VP, Portfolio ManagerSan Clemente, CA , United States
Robert Levy
Robert Levy
Senior Portfolio ManagerReno, NV , United States
Showing 1-10 of 20 team members

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