Sean is a Senior Clarfeld Wealth Advisor. Sean’s primary focus is providing investment advisory and financial planning services to high net worth individuals, business owners, and senior corporate executives. His areas of expertise include advanced estate, tax, and retirement planning, as well as investment counseling and risk management.
Sean joined Clarfeld in 2010. He became a Certified Financial Planner in February 2014 and is responsible for training and developing our junior financial planning team. Sean works closely with our New England colleagues to assist with their clients’ more complex investment advisory and financial planning needs.
Sean lives in Pelham, NY with his wife and daughter. He is active in his community: serving as a member of the board of directors for Legal Services of the Hudson Valley. Sean also enjoys reading nonfiction books, playing chess, and training as a strength athlete.