Seth Kimball Sherwood

Seth Kimball Sherwood

Portfolio Manager-Equities at Lee, Turner & Associates, Inc.

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Profile

Mr. Seth K.
Sherwood, CFA, is a Portfolio Manager at Lee, Turner & Associates, Inc. Mr. Sherwood comes to firm from Morningstar in Chicago, IL where he spent the last three years covering the tech sector in the company’s equity research department.
Aside from publishing research and analysis on software, semiconductor, and hardware companies, Seth also led the department’s ESG strategy.
He earned Bachelor of Arts and Master of Arts degrees from Brigham Young University and King’s College London, respectively.
He is a Chartered Financial Analyst charterholder and is a regular member of the CFA Society Vancouver.
He is also a member of the Responsible Investing Association and holds an FSA Credential from the Sustainability Accounting Standards Board.

Seth Kimball Sherwood active positions

CompaniesPositionStart
Portfolio Manager-Equities 2022-04-30
All active positions of Seth Kimball Sherwood

Former positions of Seth Kimball Sherwood

CompaniesPositionEnd
Analyst-Equity 2020-02-29
Washington State Housing Finance Commission Corporate Officer/Principal -
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Training of Seth Kimball Sherwood

Brigham Young University Undergraduate Degree
King's College London Graduate Degree

Experiences
Positions held

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Connections

88

1st degree connections

5

1st degree companies

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Linked companies

Private companies3

Finance

Washington State Housing Finance Commission

Government

Finance

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