Sean joined Manulife Private Wealth in June 2012 as the organization’s first Investment Counsellor and played a key role in setting up Manulife Private Wealth’s investment platform. Sean is also the Chair of the Manulife Private Wealth Investment Committee.
In managing portfolios on a discretionary basis, Sean looks to gain a holistic understanding of each client’s unique situation. He leverages his financial services experience to create comprehensive, goals-based investment plans while maintaining a strong focus on wealth creation, preservation, and transition.
Sean has over fifteen years of portfolio management experience working with high-net-worth and institutional clients. He holds an undergraduate degree in Finance from the Eli Broad School of Business at Michigan State University. He is a CFA® charterholder, a CFP® professional, and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.
Sean grew up a highly ranked junior tennis player in Canada and secured a tennis scholarship to Michigan State. Sean also enjoys golf, skiing, and hiking, as well as spending quality time with his wife and two children.