Sean joined Manulife Private Wealth in June 2012 as the organization’s first investment counsellor. In this role, he played a key part in establishing the firm’s high-net-worth investment platform. He’s also chair of the Manulife Private Wealth investment committee.

In managing portfolios on a discretionary basis, Sean looks to gain a holistic understanding of each client’s unique situation. He leverages his financial services experience to create comprehensive, goals-based investment plans while maintaining a strong focus on wealth creation, preservation, and transition.

Sean has over 20 years of portfolio management experience working with high-net-worth and institutional clients. He holds an undergraduate degree in Finance from the Eli Broad College of Business at Michigan State University. He’s a Chartered Financial Analyst (CFA^®) charterholder, a Certified Financial Planner (CFP^®), and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.

Sean was a highly ranked Canadian junior tennis player and attended Michigan State University on a tennis scholarship. Today, Sean lives in Toronto with his wife and two children.

Sean collaborates with his Associates, Conor Lunny and Dimitri Kabosos, who can be reached at conor_lunny@manulife.ca and dimitri_kabosos@manulife.ca.