Sean brings to the team extensive knowledge and experience in simplifying the financial complexities of high net worth individuals and families. He has spent his career as a fiduciary to his clients and a steward of their financial wealth.
In addition to his advisory career, Sean, along with his wife, also own and operate a real estate investment company focusing on value-add multifamily apartments and adaptive reuse buildings across central and eastern PA.
Sean is a graduate of Lehigh University with a B.S in Finance. He is a Chartered Financial Analyst (CFA) charter holder and an active member of the CFA society of Philadelphia. Sean also serves as the board Vice President for the Center for Humanistic Change and is a member of the Endowment Committee for United Way of the Greater Lehigh Valley.
Sean currently lives with his wife and their two Olde English Bulldogges in Bethlehem, PA. He is an avid sports fan and enjoys spending time outdoors with his family.