Sean Mcdonald
Advisor at Armadale Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Armadale Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Armadale Asset Management LLC
Location
East Williston, NY
Credentials
CFA®
Industry experience
2 years
Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC, with two years of industry experience. He previously worked at Tweedy Browne, LLC for 13 years before founding Armadale Asset Management in 2023. Armadale Asset Management LLC provides discretionary portfolio management to high-net-worth individuals, trusts, charitable organizations, retirement plans, and corporations. The firm uses a private-equity style approach focused on bottom-up fundamental valuation and catalyst-driven ideas in small- and mid-cap U.S. equities, and offers model portfolio recommendations to other financial advisors and family offices.
Based on Armadale Asset Management LLC
$0 - $5,000,000: 1% annually $5,000,001+: 0.75% annually
Account minimum: $500,000
East Williston, NY
California · New York
Armadale Asset Management LLC
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Tweedy Browne, LLC
2009 - 2022 (13 years)
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