Sean is a Chartered Financial Analyst (CFA®). In his role as Director of Investment Research, he is responsible for working with the Investment Committee to implement our investment policy statement and strategy. This includes building and maintaining model portfolios, conducting stock research, and executing trades as needed. Sean is also responsible for building financial plans for our clients to ensure their retirement and investment goals will be met.
Sean was born and raised in Buffalo and graduated from University at Buffalo with a degree in Finance.