Sean joined The Peters Group in early 2025, bringing over 20 years of broker/dealer experience with a specialization in investment and retirement account servicing. Passionate about financial literacy, he is committed to helping clients navigate their financial journeys with confidence. As Investment Operations Manager, Sean oversees client onboarding, maintains strong client relationships, and ensures seamless account management and service. His experience and dedication make him a valuable resource for both clients and the team.
A graduate of the University of Massachusetts Dartmouth, Sean resides in Newton, MA, with his family. Outside of work, he enjoys hiking, skiing, and traveling.