Sean joined the firm as a SD Wealth Management Advisors Intern in the summer of 2019 and assisted in various portfolio administration and due diligence tasks. Upon graduation, he worked at a large multinational bank as a portfolio accountant before rejoining the team full time in January 2021. His duties include investment research and due diligence, as well as acting as secondary support to advisors when necessary.
Sean lives in O’Hara Township, PA. He enjoys spending time with his friends and family, watching soccer and hockey, and partaking in high energy outdoor hobbies like skydiving and scuba diving.
B.S. in Finance, Waynesburg University
Member, CFA Society of Pittsburgh
Member, Pittsburgh Diocese Advisory Committee