People - Sean R. Apgar

Sean is a Director of Portfolio and Wealth Advisory at BBR Partners and a Partner of the firm. He joined the firm in 2005 and works with clients to develop an overall financial strategy, managing their investments and executing their wealth management plans. Sean has a deep understanding of sophisticated tax planning strategies, incorporating them into investment plans for wealthy families. Prior to joining BBR, Sean was a Vice President with Wealth and Tax Advisory Services (WTAS), where he worked with wealthy families, individuals and single family offices, managing tax compliance and implementing wealth maximization plans through the use of family entities, charitable giving strategies and effective gift and estate tax planning. Prior to WTAS, Sean worked in the Financial Markets Division and the Private Client Service Group at Arthur Andersen, LLP.

Sean graduated from Lehigh University with a BS in Accounting. He is a Certified Public Accountant in the State of New York and completed the Estate & Gift Tax Planning Certificate Program in 2005 with New York University. Sean is actively involved with BRAC USA, a development organization dedicated to alleviating poverty around the world.