Sean manages the underlying information systems used by the Klingman & Associates team in serving our client families. Sean has spent his entire career in the financial advisory industry. He joined our firm after helping manage the client information and operations systems at another independent wealth management firm. Prior to that, Sean spent several years working in a client RIA service role at Fidelity Investments. He lives in Dallas-Fort Worth Metroplex with his wife and two young children, and enjoys spending time with his family, playing music & disc golf.