Sean has two decades of experience with multiple perspectives and network around the intersection of private equity, private wealth management, and technology entrepreneurship. He most recently managed investor relations and marketing activities in North America for Capital Dynamics, and currently serves as a consultant and placement agent for them in addition to a select few unaffiliated client projects in development. Sean’s career evolution was built upon a foundation in technology solution sales, independent consulting, entrepreneurial endeavors, and wealth management - where he served as a trusted advisor and relationship manager for family office and high net worth clients while at Atlantic Trust and Stein Roe Investment Counsel, respectively. He earned an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Business Administration from Southern Methodist University in Management Information Systems with an Honorary in Decision Sciences, and is a CERTIFIED FINANCIAL PLANNER TM professional.
strategy, business development, private equity investments, wealth management, family office advisory services, fundraising and investor relations
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