Sean Mansell, CFP®, CFA®, CWS®
Director of Operations, Sr. Partner
Indianapolis, IN
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Sean Mansell is the director of operations for Ronald 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 Ronald 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, holds the Chartered Financial Analyst® (CFA®) designation, and is a Certified Wealth Strategist® (CWS®). 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.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.