About Sean
Sean works closely with clients to ensure portfolio allocations match their objectives and customizes financial plans to meet their short- and long-term goals.
Outside of the office, Sean is a member of the Greater Boca Raton Estate Planning Council. He currently lives in Delray Beach and enjoys spending time with his wife and three children.
Education and Professional Milestones
-University of Notre Dame - bachelor of business administration in finance
-Joined Focus Partners Wealth in 2019 through the firm’s merger with Steinberg Global Asset Management
-Began his career in Chicago at Accenture; later became a performance analyst at investment consulting firms in Chicago and Los Angeles
Sean works closely with clients to ensure portfolio allocations match their objectives and customizes financial plans to meet their short- and long-term goals.
Outside of the office, Sean is a member of the Greater Boca Raton Estate Planning Council. He currently lives in Delray Beach and enjoys spending time with his wife and three children.
Education and Professional Milestones
-University of Notre Dame - bachelor of business administration in finance
-Joined Focus Partners Wealth in 2019 through the firm’s merger with Steinberg Global Asset Management
-Began his career in Chicago at Accenture; later became a performance analyst at investment consulting firms in Chicago and Los Angeles