Sean Cragan works closely with Client Advisors to provide thoughtful investment solutions for clients. Mr. Cragan is responsible for constructing and transitioning client portfolios, and implementing investment strategies based on each client’s specific situation, needs, and goals. Mr. Cragan serves on Boston Private Wealth’s Investment Policy Committee.
Sean served as Investment Advisor for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Banyan Partners was acquired by Boston Private Wealth in 2014. Prior to joining Silver Bridge, Sean was a Portfolio Manager with U.S. Trust, Bank of America’s Private Wealth Management Group, responsible for managing approximately $600 million in assets for high-net-worth, philanthropic and institutional clients.
Sean holds the CERTIFIED FINANCIAL PLANNERTM professional designation and earned a BS in Business Management from Providence College. He is a member of the Financial Planning Association.