As senior vice president of Investments at UBS Private Wealth Management, Sean focuses on managing risk and delivering objective based solutions to high net worth individuals and families. He serves as a senior portfolio manager in the Portfolio Management Program concentrating on developing customized investment strategies that utilize strategic and tactical allocations.
Born and raised in New York, Sean is a graduate of St. John’s University with a B.S. in Finance. He began his career at Lehman Brothers and spent nine years at Morgan Stanley Global Wealth Management before moving his team and practice to UBS Private Wealth Management. Sean’s mother was born and raised in Dublin and his father is from Westmeath.
He notes, “Having visited my grandmother in Dublin often, Ireland became a big part of my life from and early age. As a result, I gained a true appreciation for the world famous warmth and incredible wit of the Irish people.” Sean lives in Rockville Centre, New York with his wife, Jean, and their four children.