Sean is a partner in Crescent Point Private Wealth and has 18 years of experience in the financial services industry. He joined our team in 2011 after 10 years as a Financial Advisor and Research Analyst at the independent investment firm Coburn & Meredith.
Sean’s main responsibility is constructing and trading our discretionary investment models. He conducts economic, market and securities research and analysis, and monitors and manages our strategic asset allocations, tactical weightings, and timing of all trading activity.
Prior to joining the financial services industry, Sean was a Platoon Leader in the United States Marine Corp and also served in the United States Army with a tour of duty in Operation Desert Storm. He earned a bachelor’s degree from Saint Anselm College in Bedford, New Hampshire.
Sean and his wife, Tracey, live in Tolland, Connecticut, with their twin boys, Keagan and Zachary, along with their dog, Glory. Sean is an avid golfer and outdoor enthusiast, and also enjoys fitness activities, including running and biking. He does philanthropic work with both the Wounded Warriors Foundation and the Aussie Rescue Foundation.
Raymond James is not affiliated with the above organizations and/or charitable causes.