Sean Summers, CFA

Portfolio Management

Sean earned his B.S. in Finance, Management, and Supply Chain Operations from California State University, Long Beach in 2014. Previous to Private Management Group, he managed multiple investment portfolios for CSULB. He concentrates on analyzing companies, managing portfolios, and assisting in allocations and trading. His passion is learning about the world along with the companies that change it to better understand how to prepare and educate our clients for tomorrow.