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
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