Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY

Having joined BBR Partners in 2005, Sean is a Director of Portfolio & Wealth Advisory and works closely with families to help shape and execute a cohesive wealth management plan that is tailored to the needs and preferences of each client.  Investment decisions are aligned to financial strategies in a manner that also benefits from Sean’s knowledge and expertise in tax and estate planning.

Previously, Sean was a Vice President with Wealth and Tax Advisory Services (now Andersen), where he managed tax compliance and implemented wealth maximization strategies through the creation of family entities, charitable giving, and estate tax planning.  In prior years, Sean worked in the Financial Markets Division and Private Client Service Group at the former Arthur Andersen, LLP.

Sean serves on the Family Advisory Council of a NYC-based single family office and is a member of the Leaders Council of the Ultra High Net Worth Institute.  He is also an alumnus of The Boston Foundation Professional Advisors Committee.

Sean graduated from Lehigh University with a B.S. in Business & Economics (Major in Accounting).  A Certified Public Accountant in the State of New York, Sean completed NYU’s Estate & Gift Tax Planning Certificate Program.  He resides in Chatham, NJ with his wife, Sarah, and two daughters, Margaret and Sadie.  Sean enjoys skiing and vacationing with his family on the North Fork of eastern Long Island.

 

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