People
Wealth Management Group
D. Sean McDade, CAIA, CFP®
Director of Client Services
Sean is the Director of Client Services for North American Management. In this role, Sean works closely with clients to identify their financial needs and objectives, and coordinates with specialists both within and outside the firm to customize plans to help clients achieve their goals. Sean has nearly twenty years of experience in the financial industry, and prior to joining North American, he worked as a consultant for Meketa Investment Group, a provider of strategic investment advice to institutional clients. In addition to Meketa, Sean’s background includes working for family offices and as an account executive with Fidelity’s Private Access group.
Sean is a graduate of Colby College and completed the General Course at the London School of Economics.