Sean F. McLoughlin recently joined Cape Cod 5’s Trust and Asset Management team in the role of Senior Investment Officer, based in Orleans.
“We are so pleased with Sean’s transition to our Trust and Asset Management team,” said Dorothy A. Savarese, President and CEO of Cape Cod 5. “His over 30 years of experience in investment management will continue to be a strong asset for our customers as they work with us towards their financial goals.”
McLoughlin has worked for Cape Cod 5 as an Investment Services Officer since 2016. Earlier in his career, he held various management and customer facing positions and received numerous awards while working for a regional investment management firm.
McLoughlin, a longtime resident of North Eastham, is a supporter of the Jimmy Fund and a Pan-Mass Challenge participant.
He earned a Bachelor of Arts Degree from Iona University and a Master’s Degree from Brooklyn College, City University of New York. He holds the following professional designations: CFP® (Certified Financial Planner™), CIMC (Certified Investment Management Consultant), CIMA® (Certified Investment Management Analyst®), as well as Series 6, 7, 24, and 63 licenses.