Senior Wealth Manager
As a Senior Wealth Manager, Sean is part of a team that manages and provides wealth management services to clients. Sean is responsible for working with clients daily, helping them make smart financial decisions and achieve their financial goals. He is a holder of the Chartered Financial Analyst (CFA) designation as well as a Certified Financial Planner (CFP).
Before joining Sage, Sean spent 14 years at Vanguard where he worked with both non-profit employer retirement plan participants and individual investors. He graduated magna cum laude from the University of Pittsburgh with a B.S.B.A. in Finance and a certificate in International Business with a focus on Latin American studies. He lives in Conshohocken and enjoys spending time with friends and his family.
Why are you in wealth management?
In college, I was intrigued by the capital markets and how the growth they offer can help investors achieve their goals. But once I started working, I realized that my true passion is for helping people. As a wealth manager, I help my clients understand the markets, but I spend just as much, if not more, time helping them understand the purpose they want their money to serve in their lives and how to make smart financial decisions.
What do you love most about being part of Sage?
What initially attracted me to Sage was the fact that it is an independent firm with no conflicts of interest regarding the advice it provides. However, what I love most about working at Sage is my good-natured group of colleagues and their dedication to helping their clients succeed.