Sean joined HB Wealth in January 2025 after working with WMS Partners since September 2022 and is currently a Senior Trader & Associate Portfolio Manager. He specializes in developing and maintaining the centralized trading and portfolio management process. Sean also contributes to the investment research process for public markets.
Before joining HB, Sean was with Greenspring Advisors, where he served on the Investment Committee with a focus on public equity research. He also played a key role in developing the firm’s centralized trading process.
Sean holds a degree in Mathematics with a concentration in Applied Mathematics from Kenyon College. He is currently a CFA Level II Candidate.
In his spare time, Sean enjoys spending time with friends and family, staying active, and reading.