Jerome Sheehan MBA, CFA®
Consultant/ Portfolio Manager
Jerome Sheehan is an investment professional with more than 20 years of experience in the institutional investment arena. Jerome researched companies and made stock recommendations as a stock analyst for Everen Securities, First Union Securities, and Legg Mason.
He later served as institutional investment advisor for Legg Mason, Stifel Nicolaus and Oppenheimer Inc where his responsibilities included making stock recommendations to pension funds, mutual funds, hedge funds, private wealth, and high net worth investors.
He was selected as a top 3 "Institutional Investor" account advisor at numerous institutional accounts multiple times.
Jerome enjoys cooking, spending time with family & friends, playing/watching sports and is an avid reader of anything related to the financial markets.
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