Client Service Advisor

Sean Coleman

Your Trusted Financial Partner

My primary mission is to empower individuals to reach their investment goals through a personalized and strategic approach. I believe that putting wealth into perspective involves a nuanced understanding of each client’s financial landscape.

What passions do you pursue outside of work?

Beyond the realm of finance, I find solace and enjoyment in two distinct realms: the greens of a golf course and the sizzling delights of outdoor cooking. These activities not only provide leisure but also align with the principles of precision and adaptability that are crucial in the financial world. Golf teaches strategic thinking and patience while cooking fosters creativity and constant modification—skills that seamlessly translate into effective wealth management.

If you didn’t work for Bernstein, what else would you be doing?

If my professional journey diverged from the financial sphere, I envisage a career in teaching. I have always found fulfillment in guiding and educating others, whether it’s through formal teaching, one-on-one mentorship, or leading teams towards a common goal. My passion for helping others grow and develop drives me, and I believe that investing in people’s potential is key to creating positive change in any organization or community. Teaching would allow me to channel this passion into making a meaningful impact on others’ lives and professional growth. 

Who has been the most influential person in your life?

Among the myriad of books that have shaped my perspective, Adaptive Markets by Andrew Lo stands out as particularly influential. Lo’s exploration of the adaptive nature of financial markets resonates deeply with my commitment to dynamic and responsive wealth management strategies. This book has not only deepened my understanding of market dynamics but has also reinforced the importance of reinvention and continuous learning in the ever-evolving financial landscape.