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Sean Apgar

Partner, Co-Head of Portfolio & Wealth Advisory

BBR Partners LLC

United States, New York, New York

About Me

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

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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

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