Sean formed 1858 Wealth Management with his partner to better help clients with their financial planning and asset management needs. Sean serves as the firm's portfolio manager matching clients’ needs in financial instruments varying from equities to fixed income products as well as complex instruments such as Private Credit and Private Equity. Since 2004, Sean has maintained the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute through the Wharton School of Business.