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About
Sean Bandazian is a Senior Investment Analyst at Cornerstone Wealth Group, LLC, based in the Charlotte and Huntersville, North Carolina area. In this role, he serves on the firm’s investment committee, focusing on macroeconomic, technical, and quantitative analysis to guide portfolio construction and investment decisions. He is responsible for overseeing portfolio operations and trading, ensuring the precision and effectiveness of the firm’s strategies, and plays an integral part in managing client and institutional portfolios, particularly for high-net-worth individuals.
His investment expertise centers on portfolio construction, technical and quantitative analytics, and macro research, with a disciplined and data-driven approach to navigating complex markets. Sean’s responsibilities encompass the management and execution of portfolios and trading strategies, with a focus on diversified assets for individual and institutional clients. His approach emphasizes long-term objectives and risk management, contributing to thoughtful strategic allocations aligned with clients’ financial goals.
Prior to joining Cornerstone Wealth in 2020, Sean held positions as Head Trader at Alphastar Capital Management, LLC, and as Senior Trader at LPL Financial, building deep experience in trading and operations. He holds a B.S. in Finance with an economics concentration from Fordham University’s Gabelli School of Business, further supporting his analytical and research capabilities. Sean’s professional background reflects a strong commitment to delivering actionable, research-driven insights within the wealth management and advisory space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | Senior Analyst | May 2020 to Present | — |
| Alphastar Capital Management, LLC | Head Trader | Mar 2017 to May 2020 | — |
| LPL Financial | Senior Trader | Mar 2016 to Mar 2017 | — |
| LPL Financial | Enhanced Trading Desk | May 2014 to Mar 2016 | — |
| Wells Fargo Advisors | Preferred Client Services | Jun 2013 to May 2014 | — |
| Knight Capital Group | Supervisory Control and Risk Management | Jan 2010 to Sep 2011 | — |
| Atlas Trading/Assent | Trader | Sep 2008 to Dec 2009 | — |
Education
Fordham University, Gabelli School of Business
B.S Finance, Economics concentration
2004 — 2008
Skills & Expertise
Others at Cornerstone Wealth Group, LLC (6)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Charlotte, NC , United States | |
C Cliff Hodge | Chief Investment Officer | Huntersville, NC , United States |
| Managing Partner | Cornelius, NC , United States | |
| Managing Partner | San Francisco, CA , United States | |
D Derek Gage | Investment Analyst | FL , United States |
| Partner | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Head Equity Trader | Smith, Salley & Associates | United States | |
| Portfolio Manager, Equity Analyst | Smith, Salley & Associates | United States | |
| Chief Investment Officer | Salem Investment Counselors Inc. | Chapel Hill, NC , United States | |
| Portfolio Analyst | Salem Investment Counselors Inc. | Raleigh, NC , United States |