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Sean Mansell is the director of operations for Blue Trust’s office in Indianapolis, Indiana and is a senior partner of the company.
Sean provides leadership, direction, and accountability to ensure the harmonious and successful ongoing internal operations of the Indianapolis office. His responsibilities include organizational and administrative management and coordination with the national office in regard to finance, personnel, policies, compliance, investment operations, IT, and administrative procedures.
Before accepting this role, Sean was a senior financial planner in Blue Trust Family Office division where he served on the company’s high-net-worth investment committee and utilized his technical and analytical abilities to meet the unique and complex needs of high-net-worth business owners and executives.
Prior to joining the company, Sean worked for an Indianapolis area family office as a financial advisor where he was responsible for managing investment portfolios, operations, IT, and compliance for a high-net-worth family. He was also previously a portfolio manager and partner with Evanston Advisors where he managed custom investment portfolios for high-net-worth and institutional clients.
Sean graduated from Taylor University where he earned his BS in business systems with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNERTM certificant and holds the Chartered Financial Analyst® (CFA®) designation. He is also a member of the CFA Society of Indianapolis and Kingdom Advisors.
Sean and his wife, Laura, have six children and live in Zionsville, Indiana.