With over 27 years of experience working in asset management and employer sponsored retirement plans, Sean Riley brings an insider’s perspective to his role as a consultant and advisor for our clients.
Sean joined the firm in 2007 and specializes in the areas of investment advisory services, personal wealth planning, and qualified retirement plans. Sean attained the Accredited Investment Fiduciary® (AIF®) designation for advanced training in investment fiduciary responsibility. Registered in both the securities and insurance fields, he holds Series 6, 7, and 63 registrations through LPL Financial, Series 65 registration through both LPL Financial and EIA, and a New Hampshire State Life and Health Insurance License.
Prior to joining the firm, Sean held senior-level executive roles with MFS Investment Management, MetLife, and Cole Capital Markets, which are some of the largest financial institutions in the country.
His past experience includes consulting on over 3 billion dollars of investable assets and working closely with more than 1,500 investment and financial professionals. Clients benefit from Sean’s informed perspective.
Sean is a graduate of Massachusetts College of Liberal Arts where he earned his B.S. in business administration.