Sean joined our team in September 2022 as a client service associate, providing support to the advisors of North Atlantic Investment Partners and collaborating on business development strategies. Since then, he has completed the Raymond James Advisor Mastery Program, designed to provide a breadth of industry knowledge and strategies to growing advisors. During this program, Sean earned the Accredited Asset Management Specialist designation, further demonstrating his commitment to continuing education.

As a junior advisor on our team, Sean is passionate about helping individuals, business owners, and their employees reach their goals and introduce them to a comprehensive financial planning process.

Sean attended Bentley University where he graduated Cum Laude with a B.S. in Economics and Finance and a minor in Computer Information Systems in 2022. Sean currently holds his Series 7 and Series 66 licenses.

Originally from Dudley, Massachusetts, Sean currently lives in Natick. In his free time, Sean’s hobbies include playing golf, basketball, and spending time with friends and family.