Sean is a client strategist. He advises client families by delivering customized, comprehensive solutions for estate planning, philanthropic strategies, asset allocation, and portfolio construction. Sean joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. His previous experience includes working as principal and senior client advisor with Bessemer Trust in New York City, where he led a team responsible for providing multigenerational families with customized investment management, wealth advisory, and family office services.
Contact Sean at [email protected] or +1-757-961-5219.
- Northwestern University, BA
- Member, CFA Society of Virginia
- Chartered Financial Analyst (CFA®)
- Cannon Graduate Trust School, graduate