Sean Hanlon Founder and Wealth Advisor, brings extensive entrepreneurial and investment management experience to the firm. He previously served as founder, CEO and Co-CIO of Hanlon Investment Management and Vestbridge Advisors. His early wealth management experience includes roles with Merrill Lynch and Paine Webber. Sean’s entrepreneurial journey led him to establish his own wealth management firm in 1993, which developed into an institutional managed account platform and proprietary wealth management tech stack. He is a member of the Forbes Investment Team and the former member of the Advisory Board at Pershing Advisor Solutions and SunAmerica Securities. Sean’s philanthropic pursuits include the Hanlon Financial Systems Center at Stevens Institute of Technology, where he earned his Bachelor of Engineering degree and serves on the Board of Trustees.
Certifications
CFP®
