Sean Udall is an Investment Strategist, Portfolio Manager and Proprietary Trader with extensive experience across a wide variety of asset classes, including equities, fixed income, currencies and derivatives. He’s a recognized trader, prolific writer and the founder of the TechStrat Report
, a Technology Focused investment newsletter at Minyanville. Sean also serves as the CFO of Cre8tfutures LLC, a Technology Consulting firm specializing in innovation, disruptive market changes and strategy implementation.
As a recognized trader/investor, Sean has authored contrarian and catalyst driven content since 2005. His often prescient calls on global economics and stock predictions have been published since 2007 via Minyanville Media (www.Minyanville.com). He specializes in Technology, the Financials and the Economy.
In the corporate world, Sean performed key foundational work in shaping three Fortune 1000 companies’ Risk Management and Treasury units. His specialities were leadership in Economic Capital modeling, equity derivatives research and hedging financial risks. This included investment strategy consulting and risk management for investments in excess of $100 billion. He also led multiple projects involving innovation, new business development, strategic scenario analysis and M&A. He has served as department lead for the Corporate Council for Diversity and Inclusion.
Previously, Sean actively managed portfolios and financial plans at the individual client level with a combined eight years as a Financial Consultant with two leading firms, Salomon Smith Barney and Morgan Stanley. As an Associate V.P., he was part of a team managing $350 million in client assets. Sean’s individual focus was discretionary asset management, where he ran over $20 million in equity growth disciplines and oversaw the placement of $40 million with other institutional money managers.
Sean graduated from the University of Montana with degrees in Finance and Economics. He is an avid golfer and motorcyclist, a semi-retired tennis player and enjoys getting back west to the Rockies whenever possible.
Investing, technology themes, trading, risk management, equity derivatives, macroeconomic analysis, financial modeling, public speaking, and disruptive innovation.