Experience & Expertise

Sean is an Investment Associate working with both the firm’s Private Client and Institutional Client Groups. His main focus is working with advisors to monitor asset allocation within client portfolios and assist with portfolio trading.

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Favorite Thing About Working With Clients

“I enjoy helping people find solutions to their problems through unique and individualized processes. It is very rewarding to me to get to know the person, their situation, and helping them reach their financial goals.”

My Philosophy On Client Service

“I believe it is important to really consider the client’s perspective: listening to their needs, looking at things from their point of view, and working hard to help them meet their personalized goals.”