Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Sean is a Principal in the New York office and a member of the firm’s Compliance team. His primary role is protecting clients and ensuring their best interests are put first by eliminating conflicts of interest and staying abreast of an ever-changing and evolving regulatory environment.
Prior to joining Cerity Partners, Sean was a Chief Compliance Officer at KLS Professional Advisors (a subsidiary of Silicon Valley Bank), Transparent Value Advisors (a subsidiary of Guggenheim Partners) and Man Group.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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