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Sean Angelis, CFP®

Portfolio Manager

Sean provides comprehensive financial planning and investment management services to private and institutional clients. Prior to becoming a Portfolio Manager, Sean was a member of our portfolio administration team for five years handling day-to-day client administrative and operational needs.

Sean lives in San Francisco with his fiancée.

Education
  • BS in Business Administration and Financial Management, California Polytechnic State University
Highlights
  • Sean Angelis is a CERTIFIED FINANCIAL PLANNER™ professional
  • Recipient of the 2016 UC Berkeley Extension Certificate Program in Personal Financial Planning Outstanding Student Award
  • Series 65 license holder
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