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.
Partner
Park Avenue
Client Advisory
Sean is a Partner with more than twenty years of experience in finance, tax, and related legal work. His relationships with clients include providing counseling to corporate executives and high-net-worth individuals and families in tax, investments, insurance, company benefits, estate planning, and retirement planning.
Prior to joining Cerity Partners, Sean founded Dendron Advisors, a private wealth and advisory firm dedicated to servicing the needs of successful individuals and their families. Sean served as a Vice President of Financial Counseling for over nine years at the Ayco Company, a Goldman Sachs Company, where he provided full-service financial planning and was a trusted advisor to high-net-worth families. At the Ayco Company, he also previously held the post of Vice President of the National Sales and Marketing team.
Sean Moore
Insurance Planning & Risk Management
Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?
Tax Strategies
Year-end tax planning has an added layer of complexity in 2020—weighing the known vs. the unknown. We’ve outlined a few key areas you may want to focus on to help with your year-end planning.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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