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Sean Puckett, CFA, CAIA®

Chief Investment Strategist

Sean is a current CFA Charterholder, and received his bachelor’s degree in Business Administration in May of 2014 from the University of Montana. While at the University of Montana, he gained a deep appreciation for the importance of well-functioning financial markets and economics, which ultimately steered his path towards choosing Finance as his major. He began his financial career with The Department of the Treasury in 2014 in Phoenix, AZ as an Associate National Bank Regulator. Through his experience as a National Bank regulator he was able to gain insight into the risk management practices of the largest Financial Institutions in the world, and their associated regulations. This led to a stronger understanding of the role Financial Institutions, Monetary and Fiscal Policy, and Capital Markets play in Global Financial Markets, and ultimately, their impact on an individual’s wealth. He has made it a life-long goal to maintain the integrity of the financial system by holding himself to the highest standards of ethical practices, committing to continued education, placing client interests above his own, and promoting professionalism to partners and competitors alike.

Coming from Montana, Sean is an avid outdoorsman. He enjoys taking trips up to Sedona with his wife, daughter, and their Doberman Pinscher to cool off in the Summer.

Come and Work with Us

Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255

 

Irvine Office
949.207.6036

 

Seattle Office
1601 5th Ave Suite 1100
Seattle, WA 98101