Sean Waters

Sean Waters

Sean Waters is the VP of Business Development at HeightZero, specializing in transforming traditional finance for the digital era. He began his career in medical software, later joining Fidelity Investments where he shepherded the creation and growth of their Financial Reporting offering within the Stock Plan Services division. Sean also founded his own company BarFly Solutions, a mobile applications platform bringing efficiency to bars and restaurants, through digitalization. He holds a BS in Management Information Systems from Miami University and the Certified Digital Asset Advisor (CDAA) designation through PlannerDAO.

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6 Factors Advisors Should Consider Before Using an SMA for Digital Assets
Separately Managed Accounts (SMAs) may be the way to go for digital assets, but advisors should fully understand the trade-offs.
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