Location Maitland, Florida, United States Regions East Coast, Southern US Gender Male Also Known As Sean Donovan Casterline
Website deltaadvisor.com/the-firm/about-us/ LinkedIn View on LinkedIn X (Twitter) View on X
Sean Donovan Casterline is the President and Senior Portfolio Manager for Delta Capital Management, LLC a Federally registered Investment Advisory firm located in Maitland, Florida. The firm currently manages and oversees roughly $500M in assets.
Mr. Casterline began his career with Delta First Financial as an asset manager. During his time at
Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $185 million and co-hosted a syndicated financial radio show called Talking About your Investments. The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas.
Mr. Casterline has also been published in several trade magazines/websites and in April 2010 had his book Investors Passport to Hedge Fund Profits hit the bookshelves.
Mr. Casterline earned both his bachelor’s degree in finance and master’s degree in business administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. He currently holds many securities licenses including, Series 7 – General Securities Rep, Series 63 – State Securities, Series 65 –and a Series 24 – General Securities Principal as well as Life, Health and Variable Annuity License. Mr. Casterline is also an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society. He has been involved with other charitable organizations such as the Fellowship of Christian Athletes, Big Brothers/Big Sisters of Gainesville and Habitat for Humanity.