Sean serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting to corporate, non-profit, and foundation clients.
Sean is involved in the local community through his memberships in Rochester Rotary. He is also the Past-President of the Board of Directors for Camp Haccamo, a Rotary Camp for individuals with disabilities. In addition, over the last 13 years Sean has served as the Chair of the Breast Cancer Coalition of Rochester’s ‘Tee’d Off at Breast Cancer Golf Tournament.
Sean was recognized by 401kWire in 2009 as one of the 300 Most Influential Advisors in Defined Contribution. He is a member of the Goldman Sachs Retirement Advisor Council and the Blackrock DC Leaders Circle. Sean also sits on the advisory boards for both PIMCO and TIAA-CREF.
Sean received his bachelor’s degree from the University of Dayton and earned his designation of Accredited Investment Fiduciary (AIF®), from the Center for Fiduciary Studies, in association with the University of Pittsburgh.
As a former hockey player, Sean has applied his love for the sport to coaching a travel team for more than 20 years. Sean resides in Penfield, NY with his wife Donna and their three children.
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