$5+ trillion
In invested assets globally
As of 11/07/2023
First Vice President–Wealth Management
Financial Advisor
Sean has over 18 years of investment experience and is a First Vice President and Portfolio Manager with UBS. He has worked at UBS for the entirety of his Wealth Management career.
Sean’s portfolio management process is strategic for the long-term, but incorporates tactical strategies that take into account changing market conditions. Sean emphasizes a needs-based approach that focuses on asset allocation, diversification, and risk management. He is committed to helping individuals and businesses plan, construct and manage their financial futures.
Sean holds the Series 7, 9, 10 and 66 securities licenses as well as Life, Accident and Health Insurance licenses.
Sean attended the University of Miami on both academic and football scholarships, graduating with a Bachelor’s Degree in Mechanical Engineering. While attending the University of Miami, Sean was also a member of two national championship football teams.
Sean spends his time between Southern New Jersey and Palm Beach County, Florida. He lives with his wife and two children. Outside the office, Sean enjoys Golf and staying active with his local alumni chapter.
Education
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager