$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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
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.
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
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Registered Client Associate
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Registered Client Associate
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.
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
