Sean Anthony

Sean Anthony, CFP® CEPA®, is a Managing Director and Private Wealth Advisor at UBS Private Wealth Management, where they focus on simplifying financial complexities for high net worth families. With over 18 years of wealth banking experience, Sean previously held positions at Wells Fargo, Bank of America, and U.S. Trust. They earned an MBA in Financial Planning from California Lutheran University and completed an executive program in Investment Management and Finance at The Wharton School. Sean is passionate about building transparent relationships with clients, helping them achieve their financial goals while cherishing the journey with their family.