Sean Cragan specializes in working with successful individuals and families to manage and protect their assets. He is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Private Wealth Advisor, Sean works closely with his SVB Private colleagues and his clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Sean has nearly 20 years of experience in the wealth management and investment industries. He served as the Director of Portfolio Advisory at SVB Private, which provides thoughtful investment solutions for clients.
Sean served as Investment Advisor for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Banyan Partners was acquired by SVB Private Wealth in 2014. Prior to joining Silver Bridge, Sean was a Portfolio Manager with U.S. Trust, Bank of America's Private Wealth Management Group, responsible for managing approximately $600 million in assets for high-net-worth, philanthropic and institutional clients.
Sean holds the CERTIFIED FINANCIAL PLANNER™ professional designation and earned a BS in Business Management from Providence College.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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