Career history of Sean Aloysius Bergin
Former positions of Sean Aloysius Bergin
| Companies | Position | Start | End |
|---|---|---|---|
Ironview Capital Management LLC
 Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Compliance Officer | 30/04/2009 | 21/12/2020 |
| Portfolio Manager-Equities | 30/04/2009 | 21/12/2020 | |
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Corporate Officer/Principal | 31/12/2007 | 31/05/2009 |
Training of Sean Aloysius Bergin
| The Pennsylvania State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Finance |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Finance |
- Stock Market
- Insiders
- Sean Aloysius Bergin
- Experience
