A Little About
Our Team.

We’re glad to meet you. Stick around, find out
more about us and how we’re dedicated to
helping you and your team succeed.

Sean P. Gilligan

CFA, CPA, CIPM – Managing Partner

Founder, firm visionary, and master of simplifying the complex. Sean has over 20 years of experience in the investment industry, with the last 16 years focused specifically on investment performance and GIPS compliance. From the front office to the back office, Sean has seen it all and has a deep understanding of how investment firms and asset owners operate. Sean is passionate about helping firms understand complex topics. With his unique ability to breakdown complicated topics into simple, digestible terms, Sean strives to make GIPS compliance easy enough for any firm in the world to comply.