Sean D. Casterline is the President and Senior Portfolio Manager for Delta Capital Management, LLC, a registered investment advisor located in Orlando, Florida. He is a regular speaker at investment conferences across the country, and is a frequent contributor to financial trade magazines and Web sites. Additionally, he works with partner and coauthor Bob Yetman to provide research and timely insights to clients and subscribers of Investor’s Passport.
Born in 1969, Sean earned both his Bachelor’s degree in Finance as well as his M.B.A. from the University of Florida. Additionally, he has earned the Chartered Financial Analyst (CFA) designation, and has passed the Financial Industry Regulatory Authority’s Series 4, Series 7, Series 24, Series 63, and Series 65 examinations.
Sean’s career in the registered financial services industry began in earnest in 1992 when he joined Central Florida-based Delta Advisory Services, Inc. as an asset manager. During his tenure, he progressed through the ranks of the company to eventually earn the title of Senior Portfolio Manager. In 1998, he departed Delta to pursue an opportunity as the Senior Portfolio Manager with the prestigious Wealth Management Financial Group. While working at Wealth Management, Sean managed client assets totaling over $165 million and co-hosted the syndicated financial radio show Talking About Your Investments.
Sean has appeared regularly on both NBC and FOX affiliate stations around the country, and has been a regular speaker at investment conferences throughout the nation, sharing the stage with such notables as Zig Ziglar and former U.S. Senator and presidential candidate Bob Dole. Additionally, Sean is a regular and frequent contributor to a wide variety of financial trade magazines and websites.