Sean Dillon Cmt

SVP of Investment Strategy at Congress Wealth Management

Sean Dillon Cmt is the SVP of Investment Strategy at Congress Wealth Management. Sean has over 18 years of experience in the financial industry. Sean started their career at Merrill Lynch as a Financial Services Advisor. In 2005, Sean moved to Pinnacle Advisory Group where they held various roles including Technical Analyst, Portfolio Trader, and Co-Portfolio Manager. In their current role, Sean is responsible for investment decisions and strategy for the firm.

Sean Dillon Cmt attended Neumann University, where they earned a B.S. in marketing. Sean then attended the University of Richmond - Robins School of Business, where they studied economics. Finally, they attended The Hill School.

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Timeline

  • SVP of Investment Strategy

    Current role