Sean D. Casterline CFA, C(k)P
Mr. Casterline began his career with Delta First Financial as an asset manager. During his time at Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $185 million and co-hosted a syndicated financial radio show called “Talking About your Investments”. The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas.
Mr. Casterline has also been published in several trade magazines/websites and in April 2010 had his book Investors Passport to Hedge Fund Profits hit the bookshelves. You can follow his investment ideas regularly though the company Twitter account at www.Twitter.com/DeltaAdvisor. As well, you can follow the company’s regular investment articles for Delta Capital Management at www.DeltaAdvisor.com.
Mr. Casterline earned both his Bachelors Degree in Finance and Masters Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. He has held many securities licenses including, Series 7 – General Securities Rep, Series 63 – State Securities, Series 65 – National RIA, Series 4 – Options Principal and a Series 24 – General Securities Principal as well as Life, Health and Variable Annuity License. Mr. Casterline is also an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society. He has been involved with other charitable organizations such as the Fellowship of Christian Athletes, Big Brothers/Big Sisters of Gainesville and Habitat for Humanity.
Mr. Casterline met his wife Amy in 1992 and the couple has been married for nineteen years. After graduating from the University of Florida, Mrs. Casterline spent eight years as a field sales representative – most recently as a District Sales Manager in the legal publishing industry. In 2001 Mrs. Casterline chose to give up her career when the couple decided to become full time foster parents. They were licensed through the Children’s Home Society in 2002 and are now proud parents of their two adopted sons, Jonathan who is fifteen years old and his younger brother Beau who is fourteen.