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Before joining Cypress Wealth Advisors, Sean served for 10 years as wealth advisor, portfolio manager, and director of business development to private clients and select institutions at Stein Roe Investment Counsel. As a principal and owner of Stein Roe Investment Counsel, Sean was also responsible for effecting firm-wide strategic initiatives, referral partnerships, and product developments and remained with Stein Roe through its merger with Atlantic Trust Private Wealth Management in early 2004. Previously, Sean was a divisional analyst at Salomon Smith Barney, where he conducted due diligence on investment managers and provided asset allocation counsel across a broad range of asset classes. Sean is currently a member of the Security Analysts of San Francisco and holds both Chartered Financial Analyst and Certified Financial Planner designations. He holds a Bachelor of Arts degree in Economics from the University of California, Berkeley. | 