Focus Area
Sean is responsible for translating and implementing investment strategies to client portfolios. Sean works with the investment department to align client portfolios with stated asset allocation targets based on client preferences and needs. He also contributes to manager and investment research for the firm.
Experience
Prior to joining Fiduciary, Sean worked as an Associate Wealth Manager at BNY Mellon monitoring high-net-worth client portfolios and providing investment commentary for clients and wealth managers. At BNY Mellon, Sean was a part of a working group to help move forward the company’s ESG initiatives. Sean also spent 3 years at UBS Private Wealth Management working in all aspects of client service.
Community Involvement
OneBrick Boston, Volunteer
Personal
Outside of work, Sean enjoys golfing, reading about military history and financial history, and is a diehard Boston sports fan. He resides in Dorchester with his wife Renee and their dog, Teddy.
