Sean Smith

Sean P. Smith is an Investment Manager and Shareholder at Accredited Investors Wealth Management®, based in Minneapolis, MN. In this role, he serves on the firm’s investment committee and works directly with clients to design and manage customized portfolios, with particular expertise in portfolio allocation and concentrating stock holdings for family and corporate executive clients.

Sean’s background includes several years as a Senior Equity Research Analyst at Zacks Investment Research, where he specialized in institutional stock analysis, providing him deep expertise in equities and portfolio construction. Additionally, he served as Treasurer on the Board of Directors for Climate Generation: A Will Steger Legacy, highlighting his commitment to sustainable investing and community engagement.

Sean is a Chartered Financial Analyst (CFA) and holds a B.S. in Finance & Banking from the University of Missouri-Columbia. His work centers on equities, concentrated stock management, and strategic portfolio allocation, leveraging his analytical background and focusing on the needs of high-net-worth families and corporate executives.