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Biography

Sean is a Principal in the Saratoga Springs, NY office. He supports an advisory team to provide Family Office services to ultra-high net worth clients. His experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Sean worked as an Associate Vice President at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Previously, Sean served as a Senior Financial Planner in the Family Office at Ayco, a Goldman Sachs Company.

Learn more about my practice.

Education

  • B.S. in Accounting from Siena College
  • M.S. in Accounting from Siena College

Highlights

  • Certified Public Accountant (CPA)

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Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.