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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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
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
