Sean joined Boston Harbor Wealth Advisors in 2017 and leads the investment process. Sean’s critical role establishes investment strategies and solutions that our advisors rely on to ensure the financial success of our clients.
Financial markets are, without a doubt, an area that Sean feels extremely passionate about and where his interests have always been. He enjoys the ever-changing environment that the financial markets create which is why he remains vigilant in his decision-making process. He recognizes how his decisions can influence others, which means he doesn’t take his role lightly and attention to detail is everything.
Sean brings a strong technical and analytical background to Boston Harbor Wealth Advisors. He began his career in 2013 at Charles Schwab in Austin, Texas as a trader where he worked on the equity and options trading desk. From there, Sean wanted to purse an opportunity as an associate financial consultant. For three years, he advised clients with financial and retirement planning and provided investment guidance. Sean earned a Bachelor of Science in Finance from the University of South Florida in 2012.
He draws from his previous experience because it falls in line with the trading and investment management philosophy of Boston Harbor Wealth Advisors to implement new processes and differentiated service. Sean works on behalf of clients to make certain that portfolios are traded with a high degree of accuracy and carefully managed to help avoid risks when planning for their future.
I grew up in Sarasota, Florida and although I miss the time I spent on the beach throughout my childhood, I love the opportunities that Boston offers. Growing up in a small family as an only child allowed me to have a close relationship with my parents. Despite the miles between us today, we are fortunate to remain a tight-knit family and I try to visit whenever possible.
From my time growing up on the beach to the present, remaining active has always been a priority in my life. I enjoy golfing, running, rock climbing and hiking. I’m lucky that I get to experience the opportunities that Boston and New England provides alongside my wife, Katie.
Katie is a Cardiac Step-Down Intensive Care Unit nurse. She is one of the most selfless and caring individuals I have ever met. I admire her work ethic as she has been able to grow in her career, regardless of our location. We have always approached our career growth as a team and support one another in our development.
When we’re not at work, Katie and I are almost always doing exploring new places and we love being outdoors. Our friends and family are always telling us that we should enjoy a quiet day at the house and just relax, but we haven’t ever found that easy to do.