Sean Burt

Sean Burt is a Portfolio Manager at Stockman Wealth Management, Inc. in Missoula, MT, where he is responsible for developing and implementing tailored investment strategies for individual and institutional clients. His role involves portfolio construction, asset allocation, and ongoing client relationship management, drawing on his comprehensive understanding of client objectives and risk tolerances.

Sean's investment expertise includes a focus on traditional asset classes such as equities, fixed income, and cash equivalents, serving a diverse clientele with needs ranging from retirement planning to wealth preservation. He pays particular attention to risk management and strategic diversification, ensuring portfolios remain resilient in evolving market conditions.

Prior to his current role, Sean gained experience as a Sales Assistant at Stonefly Financial and as a Bank Teller at American Bank Montana, building a solid foundation in financial services operations and client support. He holds a Bachelor of Applied Science in Finance from Montana State University-Bozeman, and has passed the Series 65 exam, evidencing his regulatory credentials as a registered investment advisor.