As Managing Director at UBS Private Wealth Management, Sean focuses on advising and helping founders and C-suite executives achieve their financial goals. Sean is based San Francisco with a career in wealth management spanning over 20 years. As an active member of UBS’s Diversity, Equity and Inclusion Council for the Americas, Sean is focused on key initiatives such as increasing employee participation in “Self-ID,” bolstering and improving hiring, retention and promotion policies for LGBTQ+ employees, and broadening the firm’s LGBTQ+ mentorship program. Sean also serves as Co-Chair of PRIDE Americas, the firm’s LGBTQ+ Employee Resource Group, and in this capacity, has spearheaded an increase in its visibility and membership. Additionally, he serves on the firm’s Multicultural Investor Segment Financial Advisor Board. In 2022, Sean was named an Outstanding Voice for the LGBTQ+ community by the San Francisco Business Times. Sean is a Board Member of the San Francisco AIDS Foundation, and an Advisory Board Member of Friends of the Children Bay Area. An enthusiastic patron of the arts, he has served on the Boards of the San Francisco Gay Men’s Chorus and New Conservatory Theatre. Sean lives with his husband, two children, and their rescue dog in the Mission in San Francisco.
