Sean is a multi-faceted individual with a diverse background spanning both military service and entrepreneurship. As a founding partner of Crescent Point Private Wealth, and Portfolio Management Director, his role involves a blend of financial expertise and strategic decision-making. His responsibilities include constructing and trading discretionary investment models, conducting extensive research and analysis on economic and market trends, while managing the overall portfolio strategy.
Before venturing into the financial services industry in 2001, Sean served in Operation Desert Storm in Saudi Arabia & Iraq – Retired Captain Combat Veteran. His military experience instilled in him valuable skills such as discipline, adaptability, and a strategic mindset, which are undoubtedly beneficial in his current role.
Furthermore, Sean's has also run retail and real estate businesses for over three decades providing him with a deep understanding of business operations. He has extensive knowledge of LLCs, S Corporations, and C Corporations. Sean's obtained a bachelor's degree from Saint Anselm College, Bedford, NH.
Outside of work, Sean leads a fulfilling personal life with his wife, Tracey, and their twin boys in Tolland, Connecticut. He is an outdoor enthusiast who enjoys activities such as running and biking. Moreover, his involvement in philanthropic endeavors with local charities and organizations like Tunnel For Towers, Folds of Honor, Home For Heroes, and the Aussie Rescue Foundation reflects his compassion and desire to give back to the community. You will also find him coaching one of his kids many sports teams.
Raymond James is not affiliated with the above organizations and/or charitable causes.