1. Sean Gautam is the Founder of PortfolioPro.com, a registered investment advisory firm that offers
six unique risk-based investment portfolios to individual clients. Sean has more than 20 years of
experience in the financial services industry. He previously served for 10 years at a national
financial consulting firm in Washington, D.C. where he was the CFO. Sean is also the author of an
investment guide titled 'Risk-Based Portfolio Investing', available on Amazon.com.
Sean is a graduate of Georgetown University Law School and also holds an MBA, Bachelor
of Laws and Bachelor of Commerce degrees. Sean has held securities licenses including Series 65,
6 and 7. Sean is actively involved in the Charlotte community and serves on the Boards of Opera
Carolina, WDAV, Business Advisory Committee and Charlotte International Cabinet.
Sean is active with various associations and organizations, including the Rotary International
(Past-President of Charlotte North Rotary 2013-14), Charlotte Chamber of Commerce and Latin
American Chamber, among others.
Sean resides in SouthPark with his wife, Magali, a French native who holds a Ph.D. in Financial
Economics, and their two children, Soren and Celine. Sean is an avid motorcyclist, and enjoys
golfing and cigars. Sean also completed his first skydive from 14,000 feet in 2014.
PortfolioPro.com
SEAN GAUTAM
Founder + Adviser
About
PortfolioPro.com offers a new way to invest to all
investors. Its NO MINIMUM account size allows
individuals and families of all backgrounds to utilize
professional investing services. PortfolioPro.com’s
six investment portfolios (right) offer different levels
of risk, so investors may invest in 1 or all 6 portfolios.
704.266.0080
01/2015