Sean Cragan, CFP®Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Sean Cragan specializes in working with successful individuals and families to manage and protect their assets. He is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Senior Wealth Advisor, Sean works closely with his BPW colleagues and his clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Sean has nearly 18 years of experience in the wealth management and investment industries. He served as the Director of Portfolio Advisory at Boston Private, which provides thoughtful investment solutions for clients.
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.