General Information

Name:
Sean Gates
Fool Since:
January 12 2014
Aliases:
PlannerSean (3/4/2014)

Investing Basics

Investing Experience:
High
Risk Tolerance:
High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Medium (4-12 Stocks)
Types of Investments:
Stocks
Stocks I Own:
BIIB, AAPL, DIS, GILD, ZEN, ORCL, GOOGL, SSW, SCTY, IBKR, GILD, MKL

Investing Favorites

Industries:
Biotechnology, Green Energy, Technology, 3-D Printing, Industrial
Boards:
The Motley Fool
Magazines:
Journal of Financial Planning
People:
Michael Aaronstein, Elon Musk, Sam Harris, Daniel Khaneman

Investing Expertise

My Area of Expertise:
Investing to a risk tolerance, investing in buy and hold stock only portfolios.
Greatest Investment:
A duplex in Colorado Springs
Worst Investment:
DNDN after approval
Money I Manage:
I have managed a portfolio of over $50,000,000 for a client base of about 200 folks.

Education And Work Information

School(s) Attended
Appalachian State, The University of Wisconsin-Madison
Job Title
Financial Planner
Company / Organization
The Motley Fool
Former Jobs
Ameriprise Financial