Sean
Kennedy

Loomis, Sayles & Company, L.P

CRD#6772789
Investment Advisor
in Boston, MA

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About this Advisor

Sean Kennedy is a financial advisor based in Boston, Massachusetts, working with Loomis, Sayles & Company, L.P. Sean has previously held positions at Burberry Limited, Morgan Stanley, Vdc Research, J.Jill Acquisition LLC, Bentley University, Morgan Stanley Private Bank, National Association, and Loomis, Sayles & Company, L.P. Sean has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Sean is part of Loomis, Sayles & Company, L.P, which operates out of Boston, Massachusetts. The firm has 6 offices and 722 employees. The firm manages assets totaling $301.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Loomis, Sayles & Company, L.P includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

One Financial Center
Boston, MA 02111-2621

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Loomis, Sayles & Company, L.P Brokerage Details

Total Assets Under Management

$301,378,322,996

MA Average: $16,012,751,954
Total Number of Employees

722

MA Average: 118
Total Number of Accounts

20,445

MA Average: 4,567
Average Account Size

$14,740,930

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Sean Kennedy Work History

2019 - Present (5 years)

Loomis, Sayles & Company, L.P

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Vdc Research

2016 - 2016 (< 1 year)

J.Jill Acquisition LLC

2015 - 2015 (< 1 year)

Burberry Limited

2013 - 2017 (4 years)

Bentley University

Disclosures

Please visit the SEC profile of Sean Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Loomis, Sayles & Company, L.P

Michael Mchugo
Boston, MA
Colleen Denzler
Boston, MA
Kathleen O'Malley
Boston, MA
Michael Skurka
Boston, MA
Jessica Hill
Gig Harbor, WA
Sean Kennedy
Boston, MA
Andrew Scheirer
Villa Park, IL
David Beach
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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