Sean serves as the Operations Manager for North Atlantic Investment Partners, where he oversees the branch’s operational, compliance, and supervisory functions. In this role, Sean works closely with the advisory team to ensure that all client activity aligns with firm policies and industry regulations while maintaining the highest standards of service and integrity.
As a FINRA-licensed principal holding the Series 9 and 10, Sean is responsible for the day-to-day supervision of branch operations, trade and account review, and adherence to regulatory and procedural requirements. He partners with the firm’s leadership to implement efficient operational processes, oversee staff training and development, and promote a culture of compliance and accountability throughout the practice.
Sean first joined North Atlantic Investment Partners in 2022, contributing to both client service and business development initiatives. He later earned the Accredited Asset Management Specialist℠ (AAMS®) and the Chartered Retirement Plans Specialist® (CRPS®) designations, and completed the Raymond James Advisor Mastery Program, strengthening his expertise in financial planning, investment management, and practice operations.
A graduate of Bentley University with a B.S. in Economics and Finance and a minor in Computer Information Systems, Sean is passionate about bridging thoughtful planning with operational excellence to help advisors and their clients succeed.
Originally from Dudley, Massachusetts, Sean now resides in Brighton. Outside the office, he enjoys playing golf, supporting Boston sports, and spending time with friends and family.