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Sean Bandazian

Sean Bandazian

Senior Analyst at Cornerstone Wealth Group, LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Cornerstone Wealth Group, LLCSenior AnalystMay 2020 to Present
Alphastar Capital Management, LLCHead TraderMar 2017 to May 2020
LPL FinancialSenior TraderMar 2016 to Mar 2017
LPL FinancialEnhanced Trading DeskMay 2014 to Mar 2016
Wells Fargo AdvisorsPreferred Client ServicesJun 2013 to May 2014
Knight Capital GroupSupervisory Control and Risk ManagementJan 2010 to Sep 2011
Atlas Trading/AssentTraderSep 2008 to Dec 2009

Education

Fordham University, Gabelli School of Business

B.S Finance, Economics concentration

2004 2008

Skills & Expertise

Fixed Income
Equities
Financial Services
Securities
Financial Risk
Investments
Bloomberg
Risk Management
Options
Executive Search
Finance
Financial Analysis
Proprietary Trading
Trading
Hedge Funds
Equity Trading
SQL
FX trading
Trading Systems
Asset Management
Commodity
Mutual Funds
Alternative Investments
Securities Regulation
Series 7
Microsoft Excel
Business Strategy
Project Management

Others at Cornerstone Wealth Group, LLC (6)

NameRoleLocation
Cameron Meares
Cameron Meares
Investment AnalystCharlotte, NC , United States
C
Cliff Hodge
Chief Investment OfficerHuntersville, NC , United States
Jeffrey Carbone
Jeffrey Carbone
Managing PartnerCornelius, NC , United States
Joe Sweeney
Joe Sweeney
Managing PartnerSan Francisco, CA , United States
D
Derek Gage
Investment AnalystFL , United States
Edward Wood
Edward Wood
PartnerUnited States

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