Let’s face it, we’re living in a digital world. Innovations in tech make managing investments and researching trades much easier than the analog days, but sometimes you still need that human touch. On this week’s episode of Limit Up! we’re talking to Sean Brown, President and CEO of cloud-based investment tool YCharts. YCharts is unique in that it’s a cloud-based platform that will still connect you with a human if you need help.

Sean talks to Jeff about Ycharts’ goal to bring transparency and great research to people of all levels of investing. He discusses how the company is integrating model portfolios and moving into the asset management space. But first, Mark Meadows is back this week with a zen MARKet Reaction: don’t fight the market, just go with it.

• [00:24] - This week: Sean Brown, President and CEO of YCharts
• [01:19] - MARKet Reaction with Mark Meadows
• [03:27] - Jeff Carter interview with Sean Brown
  • [04:01] - Points and Figures 
  • [04:07] - YCharts
  • [04:35] - Hyde Park Angels 
  • [05:22] - YCharts features & uses
  • [09:35] - The difference between YCharts and other platforms
  • [11:55] - Macro-level insights & visualization
  • [15:44] - Employment opportunities at YCharts
  • [17:00] - How Sean was exposed to YCharts
  • [18:45] - What Sean is doing to develop the culture inside the company
  • [24:04] - Is Sean a native Chicagoan?
  • [25:22] - Sean's first job out of grad school
  • [27:00] - Why Sean chose Fintech
  • [29:33] - What’s next on the roadmap for YCharts?
  • [30:45] - YCharts can easily layer in new asset classes
  • [33:42] - Offices in Chicago and New York
• [38:35] - Wrap-up with Jack Pelzer

Sean Brown is the President and CEO at YCharts, a cloud based investment research "Swiss Army Knife" tailor made for wealth advisors and asset managers. Sean has a 25+ year track record of guiding significant growth of public companies, private equity backed firms and startups. He has a proven process-oriented approach to achieving results, with significant experience aligning vision, product, go-to-market, culture and operational plans to achieve commercial objectives. Immediately prior to joining YCharts, he successfully led Interactive Data - 7Ticks to an acquisition by Intercontinental Exchange. Previously he held senior positions at CSG, Computer Science Corporation, and Telution. He began his career as a software developer at Accenture.  He lives in the northern suburbs of Chicago with his wife, 2 children, and dog. 

This episode of Limit Up! is hosted by Jeff Carter. Jeff is a general partner at West Loop Ventures. In April of 2007, he co-founded Hyde Park Angels and spearheaded the growth and development of one of the most active angel groups in the United States. He has consulted on the startup of several other angel groups. He is a former independent trader and member of the CME Board of Directors and was part of a small group that transformed CME from an open outcry exchange to the largest electronic exchange in the world. In 1998, CME was worth $182,134,000 in membership enterprise value. Today it’s worth $55 Billion.

Limit Up! is a podcast for traders of all levels brought to you by Topstep. Whether you’re considering a career in trading and don’t know where to start, or you’re a seasoned veteran looking for advice from big names in the financial industry, Limit Up! is your guide. Join us weekly as we discuss the market in all of its volatile glory. Risk Disclosure: https://www.topstep.com/risk-disclosure/

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Podcast episode production by Dante32.