Sean joined BBR Partners in 2005 and is Co-Head of the Portfolio & Wealth Advisory team, responsible for delivering an unparalleled level of service to BBR’s clients. Sean is skilled in working with families and their surrounding advisors to help shape and execute a cohesive wealth management plan that is tailored to their needs and preferences. Sean is fluid across multiple disciplines and families with investment, structural, intergenerational, and wealth management complexity can benefit from Sean’s knowledge and expertise. Previously, Sean was a Vice President with Wealth and Tax Advisory Services (now Andersen), where he managed tax compliance and implemented wealth maximiza
Sean Apgar
Partner, Co-Head of Portfolio & Wealth Advisory
BBR Partners LLC
United States, New York, New York
About Me
Profile Information
Partner, Co-Head of Portfolio & Wealth Advisory
BBR Partners LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Aug 1, 2024
More profiles to browse
Nicole C. Davis
Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory
Ryan Preston
Partner, Director of Portfolio & Wealth Advisory
JM
Jamal Mtshali
Vice President, Investment Research
KM
Kevin Mahon
Director of Portfolio & Wealth Advisory
You Might Like
PG
Patricia Gee
Operations
Manhattan Family Office
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST