Investment & Planning

Growing up in a military family, Sean moved around every couple of years, eventually moving out west to attend the University of Southern California. There, he earned a bachelor’s degree in business administration with an emphasis in finance and a minor in blockchain. He was also involved in the Trojan Investing Society and Sigma Alpha Mu fraternity.

As an associate, Sean supports advisors in investment analysis, trading, financial planning, and client service. Interested in investing since he was a kid, Sean was drawn to financial services for its blend of technical expertise and relationship building. He was initially drawn to Westmount for the firm’s culture of curiosity.

Outside of the office, Sean enjoys playing pickleball, hanging out with friends, and watching movies (with Good Will Hunting being one of his favorites).