Sean is a Managing Director with Apexium Financial and provides comprehensive financial planning and investment advisory services to the firm’s clients. He has extensive experience working with high net worth individuals, corporate executives, trusts and small pension plans. In addition, Sean works closely with Apexium’s strategic partners to ensure the best long term solutions for both the firm and its clientele.
Sean joined the firm in July 2009, and previously worked for a boutique financial planning firm on Long Island, NY. Sean earned his bachelor’s degree from Fairfield University, and is currently working towards obtaining the CFP® and CLU® designations.
Sean resides in Eastchester, NY with his family and enjoys sports, Crossfit training, food and wine.