Email Me
Global leader
UBS is a leading and truly global wealth manager
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Sean joined UBS Financial Services Inc. in 2012. He prides himself on developing comprehensive wealth management solutions for his clients. Liability Management is just as important as Asset Management so he spends a great amount of time developing strategies for both sides of his clients’ balance sheet. Sean believes in bringing all the resources of the institution to his clients and works diligently to create a financial plan that will accomplish their individual needs and goals.
Sean has worked in the financial services industry since 2001 at three major Wall Street firms. Most recently, he was a Director, Financial Advisor at Deutsche Bank Alex Brown. Prior to entering the financial services industry, Sean was also a founding member of a start-up company in the food processing industry.
Sean earned his B.S. in Public Finance from Indiana University.
Sean is involved with many charitable organizations and enjoys physical fitness, golf and traveling. He resides in San Francisco, CA with his wife, Sara; daughter, Kariana; and son, Ryder.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Sean joined UBS Financial Services Inc. in 2012. He prides himself on developing comprehensive wealth management solutions for his clients. Liability Management is just as important as Asset Management so he spends a great amount of time developing strategies for both sides of his clients’ balance sheet. Sean believes in bringing all the resources of the institution to his clients and works diligently to create a financial plan that will accomplish their individual needs and goals.
Sean has worked in the financial services industry since 2001 at three major Wall Street firms. Most recently, he was a Director, Financial Advisor at Deutsche Bank Alex Brown. Prior to entering the financial services industry, Sean was also a founding member of a start-up company in the food processing industry.
Sean earned his B.S. in Public Finance from Indiana University.
Sean is involved with many charitable organizations and enjoys physical fitness, golf and traveling. He resides in San Francisco, CA with his wife, Sara; daughter, Kariana; and son, Ryder.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
