Sean is a Senior Wealth Advisor in our High Net Worth practice which caters to clients with $3.5 million or more of investment assets. The team provides a fully integrated approach to financial planning and investment management. The team also provides clients access to the investment strategy enjoyed by the full range of the firm’s family office clients, scaled to fit their particular circumstances.
Sean has spent the last two decades building a diverse background in finance. Prior to joining the firm in 2020, Sean worked as a lead advisor at Hamilton Capital where he served high-net-worth clients. During his career in the wealth management business, Sean has served as a leader managing and mentoring other young advisors. Prior to his career in wealth management, Sean held the position of Chief Financial Officer for a family business in Ohio.
Sean is a graduate of the University of Kentucky and a CERTIFIED FINANCIAL PLANNER™ practitioner. He currently serves as a member of the Financial Planning Association, the Foundation for MetroWest, and Boston Estate Planning Council.
Sean and his family live in Weston, MA, and have two young boys. He enjoys traveling, the outdoors, and cooking for family and friends.