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Sean Udall
Sean A. Udall actively trades his portfolio as well as the portfolios of friends and family. In addition, Mr. Udall provides consulting to stock traders and investment professionals. Previously, he managed client assets at Morgan Stanley and Smith Barney for nine years, specializing in discretionary portfolio management. Earlier in his career, Mr. Udall acquired broad experience in financial and investment analysis through hedging foreign currencies and interest rate risks while working in the corporate treasury departments of two prominent Silicon Valley companies, as well as conducting equity research for Fisher Investments and Wilshire Associates.

Mr. Udall invests primarily in equities, both long and short, and uses an array of option strategies. Fundamentally, he develops themes and employs a GARP investment process but does not use this exclusively. He applies technical analysis to the bulk of his buy/sell decisions unless a situation presents highly compelling valuation characteristics.

Overall, Mr. Udall has spent the past 17 years analyzing portfolios, individual securities and technical analysis in various financial markets. His expertise is in NASDAQ and financial stocks as well as IPOs. He received a BS in Finance from the University of Montana.
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