With more than three decades of experience in financial services, Sean brings a deep knowledge of leadership skills and a strong record of building high-performing advisory teams. He is widely recognized for his ability to drive strategic growth while fostering a culture of integrity, collaboration, and client-first service.
Before joining Rothschild Wealth Partners, Sean served as a Managing Director at Morgan Stanley, where he held numerous leadership and advisory roles. He co-founded a Private Wealth Advisor team that managed more than $2 billion in assets and served as Regional Manager for the firm’s Mid-Atlantic and Southeast regions. Earlier in his career, he held positions at Goldman Sachs and Bank of America.
Sean has been recognized on Barron’s list of America’s Top Financial Advisors for more than a decade and was twice named to On Wall Street’s “40 Under 40.” He earned his MBA from the University of North Carolina and is a Trustee Emeritus of Queens University.
Based in Ponte Vedra Beach, Florida, Sean is actively involved in community and educational initiatives. Outside of work, he enjoys spending time with his family, mentoring emerging leaders in the financial industry, and supporting local organizations dedicated to youth development and education.
