My motivation is to provide value for our clients in new and innovative ways to help them achieve their financial goals.
Sean joined the Schneider Downs Wealth Management firm as an intern in the summer of 2019 and assisted in various portfolio administration and due diligence tasks. Upon graduation from Waynesburg, he worked at a large multinational bank as a portfolio accountant before rejoining the SDWMA team full-time in January 2021. As an Investment Analyst, his duties include investment research and due diligence, as well as acting as secondary support to advisors when necessary.
Sean lives in Ross Township, PA with his wife Beth. He enjoys spending time with his friends and family, watching soccer, and partaking in high-energy outdoor hobbies like skiing and skydiving.
Chartered Financial Analyst®
B.S. in Finance, Waynesburg University
Member, CFA Society of Pittsburgh
Member, Pittsburgh Diocese Advisory Committee
Honorary Stover Scholar, Stover Scholars Program
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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