Sean has always had an interest in and enjoyed the excitement of the global markets. After graduating from St. John’s University with his B.A. in finance, Sean started his career at Lehman Brothers in 1993. He then moved to Morgan Stanley, where he earned an internal Chairman’s Club (2003-2006) designation. Sean joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a portfolio manager in the firm’s Portfolio Management Program. He is also a member of the firm’s UBS President’s Council.

Sean believes that the best way to help clients is through integrity and objectivity, which helps create a solid investment foundation. This also helps enable Sean to deliver the most meaningful advice and solutions given each client’s specific situation and goals. His chief goal is to build long-lasting relationships with clients, so that he and the team are the primary point of contact for their clients’ financial lives. Sean brings enthusiasm as well as insight to the investing and planning strategies for Errico Partners’ ultra high net worth clients.

“I love coming to work every day with like-minded teammates who focus on doing what is best for our clients.”

Prior to joining UBS, Sean served as Managing Director at Morgan Stanley Wealth Management and Account Executive at Lehman Brothers.

Sean is a Certified Financial Planner and holds Series 7, 31, 63 and 65 securities licenses in addition to life, variable annuity and variable life insurance licenses.

Sean enjoys spending time with and travelling with his wife and four children. He is a sports enthusiast and enjoys playing golf, skiing and exercise. Sean is passionate about supporting pediatric cancer research and Catholic education.