Sean Lally

Finance

Consumer Services

Profile

Mr. Sean Lally is Regional Vice President at ICON Advisers, Inc. Prior to joining ICON in 2006, Mr. Lally served as vice president of the managed assets group for McDonald Investments, Inc. He has a wealth of financial services industry experience.
Mr. Lally received a Master’s of Business Administration degree from Cleveland State University and a Bachelor’s Degree in Finance from Xavier University.
He holds FINRA Series 7, 9, 10, 63 registrations and Series 65 Investment Adviser Representative.
He is also a Chartered Mutual Fund Counselor and a Certified College Planning Specialist.

Former positions of Sean Lally

Companies	Position	End
McDonald Investments, Inc. McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).	Corporate Officer/Principal	-
ICON Advisers, Inc. ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.	Sales & Marketing	-

See the detail of Sean Lally's experience

Training of Sean Lally

Cleveland State University	Masters Business Admin
Xavier University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies