Bio

As a Vice President at JTW Advisors, Sean supports principals throughout all phases of the transaction process including onboarding new clients, valuation, deal preparation, marketing, diligence, and closing. Prior to joining JTW, Sean has held numerous roles within equity and fixed-income research on both the buy- and sell-side with focuses on homebuilding and financial services. Most recently, he was an equity analyst at 2Xideas AG, a Zurich-based asset manager, where he covered global financial services companies. Before joining the buy-side, Sean was an Associate Director at S&P Global, providing credit analysis on North American financial services companies. From 2009 to 2016, he worked in equity research at Stifel Nicolaus and Bank of America, covering financial services companies and homebuilders. Sean holds the Chartered Financial Analyst® designation. Currently, Sean lives in Wayne, Pennsylvania with his wife, Cierra. He enjoys tennis and skiing. The Wharton School – University of Pennsylvania – MBA; Ursinus College – B.A. in Business and Economics;