Sean N. Pezza
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Sean joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. Sean’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management matters and coordinating with external advisors. Sean is also a member of BBR’s Charitable Committee.
Prior to joining BBR, Sean was a Registered Associate at Morgan Stanley where he was responsible for investment analysis/portfolio construction, client reporting, and trading.
Sean graduated cum laude from the Stillman School of Business at Seton Hall University with a B.S. in Finance and a certificate in Information Technology.
Sean lives in New York City with his fiancé, Erin. Outside of work, Sean enjoys golf, traveling, cooking, and cheering on his favorite New York sports teams.