Before founding Burnham Harbor Private Wealth, Sean helped families imagine, design and implement financial plans at Merrill Lynch Wealth Management for 16 years, and at Morgan Stanley before that. Sean has worked with high net-worth families and their tax and legal professionals, helping integrate their financial and estate plans. Sean earned his Bachelor’s degree in Accountancy from Miami University and his Master’s of Science in Accounting from The University of Illinois at Chicago. Additionally, he holds the CERTIFIED FINANCIAL PLANNERTM certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Sports & Entertainment Wealth Management Advisor (SE-AWMASM) Accreditation.
Sean and his wife Julie live in Chicago with their children, Marty, Ellie, and Danny.