Sean currently serves as an investment advisor of FLP and is a principal of the firm. He is responsible for portfolio construction and implementation of investment policy for individuals, families, as well as endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other unique factors, such environmental, social, and governance considerations.
From 2008-2023 he was a private wealth advisor at SVB Private, LLC (formerly known as Boston Private Wealth, LLC, Banyan Partners LLC, Silver Bridge Advisors, and Hale and Dorr Wealth Advisors). Sean was most recently a managing director with SVB Private. Prior to that he held positions at US Trust and FleetBoston Financial.
In 2008, he was awarded a CERTIFIED FINANCIAL PLANNER® certification.
Sean received a Bachelor of Science degree from Providence College with a major in management.
*View certification and designation definitions here