Sean joined Freedom Street Partners in 2017 and leads the investment process as the senior investment strategist. Sean’s critical role establishes investment strategies and solutions that our advisors rely on to ensure the financial success of our clients.
Working in finance is, without a doubt, Sean’s passion and where he feels he can bring the greatest impact. He enjoys the ever-changing environment that the financial market creates which is why he remains cautious in his decision-making process. He recognizes how his recommendations influence others, which means he doesn’t take his role lightly.
Sean brings a strong technical and analytical background to Freedom Street Partners. He began his career in 2013 at Charles Schwab in Austin, Texas as a trader where he worked on the equity and options trading desk and assisted traders and advisors with trade execution. From there, Sean became an associate financial consultant in 2014. For three years, he advised clients with financial and retirement planning and provided investment guidance. Sean earned a Bachelor of Science in Finance from the University of South Florida in 2012.
He draws from his previous experience because it falls in line with the trading and investment philosophy of Freedom Street Partners to implement new processes and safeguards. Sean works on behalf of clients to make certain they receive the best pricing and help mitigate risks when planning for their future.
I grew up in Sarasota, Florida and although I miss the time I spent on the beach throughout my childhood, I love the opportunities that Boston offers. Growing up in a small family as an only child allowed me to have a close relationship with my parents. Despite the miles between us today, we are fortunate to remain a tight-knit family and I try to visit whenever possible.
From my time growing up on the beach to the present, remaining active has always been a priority in my life. I enjoy golfing, running, rock climbing and hiking. I’m lucky that I get to experience the opportunities that Boston and New England provides alongside my girlfriend, Katie.
Katie is a Cardiac Step Down Intensive Care Unit nurse. After college, we moved to Austin for my first position. I admire her work ethic as she has been able to grow in her career, regardless of our location.
When we’re not at work, Katie and I are outdoor enthusiasts and enjoy exploring new places to break out of our routine every so often.