Waters Recipient of 2010 Morningstar ASPPA Leadership Award — Financial Advisor Recognized for Leadership in 401(k) Arena

Share Article

The American Society of Pension Professionals & Actuaries (ASPPA), today announced Sean M. Waters as the recipient of The 2010 Morningstar—ASPPA 401(k) Advisor Leadership Award during the general session of the annual ASPPA 401(k) Summit in Orlando, Fla.

Logo for 401(k) Summit

Waters has enhanced the ability of working Americans to achieve a secure retirement.

The American Society of Pension Professionals & Actuaries (ASPPA), today announced Sean M. Waters as the recipient of The 2010 Morningstar—ASPPA 401(k) Advisor Leadership Award during the general session of the annual ASPPA 401(k) Summit in Orlando, Fla.

The 2010 Morningstar—ASPPA 401(k) Advisor Leadership Award recognizes financial advisors for contributions that exemplify experience and expertise in the retirement plan industry. Waters and finalists Steven Dimitriou of Mayflower Advisors, and Kendall Storch of Longfellow Benefits were selected from 100 nominations made from their peers and colleagues in the retirement industry.

“Sean Waters has the qualities a leading advisor should possess—outstanding client service, ethical practice, industry expertise, innovation, and a primary focus on the needs of plan sponsors and participants. As a result, he has enhanced the ability of working Americans to achieve a secure retirement.” said Brian Graff, executive director/CEO of ASPPA.

Waters is co-founder of Cook Street Consulting Inc., of Greenwood Village, Colorado where he oversees the fiduciary analysis, asset allocation modeling, and business development. Prior to his work at CSC, he worked as an institutional portfolio manager for Scudder Kemper Investments in San Francisco where he managed a portfolio of more than $250 million dollars in addition to co-managing another $1.5 billion dollars. Waters began his career at Crédit Lyonnais in New York as a proprietary bond trader. He received his BA from the University of Colorado at Boulder and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute, the Denver Society of Security Analysts, and the Investment Management Council, a national organization of select investment consultants and advisors with specialized fiduciary training. In addition to his business activities, Waters also serves on the Boards of Invest In Kids, a non-profit organization and the Ricks Center for Gifted Children.

Sponsored by Morningstar, Inc., a leading provider of independent investment research, and ASPPA, the leader in retirement education and advocacy—The Morningstar—ASPPA 401(k) Advisor Leadership Award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as a mentor, maintain high ethical standards, and innovate in the retirement industry.

The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 7,000 retirement plan and benefits professionals that serves as the educator, voice, and advocate for the employer-based retirement system. ASPPA members are administrators, actuaries, advisors, attorneys, accountants, and other financial services professionals who provide consulting and administrative services for qualified retirement plans. http://www.asppa.org

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 325,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 20 countries and minority ownership positions in companies based in two other countries. http://www.morningstar.com

Contact:
Melinda Semadeni     
msemadeni(at)asppa(dot)org
(703) 516-9300 ext. 130

###

Share article on social media or email:

View article via:

Pdf Print