As an Associate of the firm, Sean is integral in client transactions, providing guidance to owners on transition, and serving as a liaison with other professional advisors.
Prior to joining EdgePoint, Sean had over 10 years of financial services experience. His most recent seven years were spent as a sell side equity research analyst where he focused on corporate valuations of publicly traded companies. He was the industry specialist for paper, packaging, forest products and timber REITS on the Basic Materials team.
Sean has a B.S. in Finance from Bowling Green State University. He also passed level one of the CFA and maintains the FINRA series 7 and 63.
In his spare time, Sean enjoys spending time with his family, cooking and playing hockey, basketball and golf.