Sean Sun's relationship with investing is best captured by the oft-repeated Warren Buffett quote: "I am a better investor because I am a businessman, and a better businessman because I am an investor."
After graduating from the University of Maryland in two and a half years with a double major in Economics and Political Science, Sean started his investing career as an investment banker in Beijing, China, working on commercial real estate deals with clients such as Citigroup, Lehman Brothers, and Bear Stearns. His true passion, however, was in learning about businesses, and by a stroke of good timing and luck, he left the investment bank in the fall of 2008, just before the global financial crisis leveled many of the firm's clients.
Returning to the United States, Sean joined the The Motley Fool, where he served as an investment analyst on the company's high-growth stock team. Working directly with Fool co-founder and co-chairman David Gardner, Sean honed his instincts for identifying great businesses and even better stocks.
Spurred on and inspired by both David's creativity and the innovation in the companies they studied, Sean founded his own startup: Saylo, a hyper-local chat app that connected its users with others around them. Saylo won a local startup pitch competition, was featured in DC tech publications, and raised a round of funding from a venture capital firm.
Sean was subsequently recruited to CustomInk, a leader in e-commerce and custom retail, where he spearheaded the development and launch of that company's own entrepreneurial concept -- a unique crowdfunding platform called Booster -- and helped it reach a run-rate of $20 million before taking a step back from the investing and business worlds entirely to pursue a personal creative passion.
At Huckleberry, Sean applies a perspective informed by the balance of both his operational and investing experience. He lives in California's Bay Area with his wife and daughter.
Tom Jacobs began learning about money through his weekly allowance. In quarters. And through his savings account passbook, interest hand stamped.
He bought his first shares of stock as a 12-year old learning from his Dad. Apparently not too well or quickly, because his second investment was in his best friend's father's new tech company, which turned out to be a fraud. That and his parents' experience of the Great Depression turned him to a life of teaching, writing, and learning to understand money and risk. Tom's 15 years of weekly columns offer a unique slant on most money concepts, demystifying them with humor and examples from everyday life. Complacency—what's popular—is not what he's about. (He wasn't popular in high school either.)
After careers as a teacher and lawyer, he became a Senior Analyst at the Motley Fool. Next he formed and managed his own investment research company with Jeff Fischer from 2003 to 2010, and then returned to The Motley Fool as an advisor and portfolio manager from 2010 to 2015. His book, What's Behind the Numbers? How to Expose Financial Chicanery and Avoid Huge Losses in Your Portfolio came out in 2012, and his latest just out, Rule of 72: How to Compound Your Money and Uncover Hidden Stock Profits, is for the Main Street investor. Prior to joining Huckleberry, Tom was an Investment Advisor and Portfolio Manager with Dallas's Echelon Investment Management.
Tom received his law degree from the University of Chicago and his M.A.T. and B.A. from Cornell University, but don't hold those against him. He lives with his husband, whom you can hold against him, in Marfa, a groovy art town of 2,000 in Texas's Big Bend.
Isaac Pino got hooked on investing as a business student at the University of Oklahoma. He met the distinguished value investor and business school namesake, Michael F. Price, who spoke about his dynamic career on Wall Street.
During college, Isaac studied accounting because he heard Warren Buffett describe this essential field as the “language of business.” Upon graduation, he joined Deloitte’s Financial Advisory Services group, which he likens to the “special forces” of accounting. He became a forensic CPA, working on cases ranging from investigations to bankruptcy to high-stakes litigation. (He’s still waiting for Hollywood to buy the movie rights.)
Isaac officially entered the investment world as a senior industry analyst at the Motley Fool. He led a team that covered everything from industrial to consumer goods companies – roughly 40% of the S&P 500. He published over 1,000 investing articles on Fool.com and appeared as an industry expert on outlets including CNBC, Fox Business, and Nightly Business Report.
When he and his wife moved to Oregon, Isaac became director of a family investment office. Isaac and his team developed a framework for managing a significant commercial real estate and liquid asset portfolio.
Today, he continues his family office work, providing tailored financial services and helping multi-generational families define and pursue successful investing strategies.
Isaac received his Bachelors and Masters of Accountancy from the University of Oklahoma. He is a licensed CPA. He lives with his wife and son in Eugene, Oregon otherwise known as TrackTown, USA.
After a distinguished career in academia, David elected to pursue his lifelong interest in financial planning and investing, joining Huckleberry as a financial planner. David believes there are no shortcuts to financial prosperity; instead, success turns on thoughtful planning and discipline. Everyone, not only the wealthiest sliver of society, can benefit from professional planning advice, and David believes that advice must always be delivered in the absolute best interests of the client and never proffered with the aim to earn commissions. (We never sell financial products and never work on commission.)
David earned a bachelor’s degree in history at Dartmouth, then an M.A. and Ph.D. in classics at the University of Michigan. He has served as a professor of classics at San Francisco State University for more than twenty years, along the way publishing numerous scholarly articles and a book on ancient Greek and Latin literature. David’s longtime interest in financial planning was no secret, and it was not long before he became a regularly-sought resource on all topics financial for his academic colleagues. His passion for the discipline soon led to a search for ways to help people from all walks of life achieve their financial goals.
David has found that his years and mindset as a teacher translate well to financial planning, enabling him to explain complex and intimidating topics in clear, everyday language. He relishes his role as both an advisor and financial educator and is currently working toward the Certified Financial Planner designation.
David lives in San Francisco with his husband and enjoys cooking, winemaking, and international travel.