As an Investment Analyst, Sean focuses on partnering with the sponsors of defined contribution and defined benefit plans, working with our investment team to customize packages that meet client’s needs and objectives. As a true partner, Sean also supports our fiduciary oversight clients, monitoring plan options, fees, and services.
Sean began his career in finance as a retirement plan manager for non-qualified deferred compensation plans. He quickly grew his skills and knowledge base, eventually transitioning into a consulting role where he would meet with clients to design and implement deferred compensation plans. Sean’s role assisted clients in attracting and retaining employees while also preparing them for retirement. Sean can now combine his benefit plan experience with his analytical skills and bring those together for Conrad Siegel’s investment team.
If you ask Sean, he’ll tell you hard work and dedication should always be rewarded. Sean’s philosophy of a strong work ethic is usually rewarded with a day of chasing big fish in the ocean or spending quality time with his family.