As CEO, Sean is responsible for the overall management and success of the Institute, a global leading association in professional development and certification for the financial advice profession. Since 2010, Sean has been pivotal in protecting and advancing the Institute’s non-profit mission to be the leading educational community of financial professionals, dedicated to elevating investment and wealth management client outcomes.
He has been active in shaping education and standards within the financial adviser profession since 1997 and has worked in senior leadership roles for member-based, non-profit organizations since 1992.
Sean holds a deep belief in the power of education and the necessity of rigorous ethical standards, which is reflected in the Institute’s commitment to fostering professionalism among its members.
Website: investmentsandwealth.org | LinkedIn: Investments & Wealth Institute
