Sean Barker

Experience

• 

  Vanguard

  Oct 2009 - Nov 2010

  Associate
• 

  Bernstein Private Wealth Management

  Nov 2010 - now

  When Bernstein started, we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management, and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.Armed with the vision of building a global practice, I joined the firm in 2010 to align myself with what I believe to be the preeminent client-focused investment management firm in the world. Today, my client base is comprised of key influencers in the business community, including highly successful entrepreneurs and executives—largely in the healthcare, technology, and life sciences industries. In close partnership with my clients, I help integrate the personal issues that impact every family with the financial issues that must be addressed to sustain family prosperity. Ultimately, success is defined as my clients having confidence in a critical part of their life that they have not had the time or expertise to address, while also helping to ensure that the next generation is prepared to be good stewards of the wealth.Examples of recent work with clients include:• Pre-transaction planning and post-transaction investment implementation for the Founder and CEO of a healthcare company in relation to a significant growth investment by a PE-sponsor • Stock-option, restricted stock, and 10b5-1 planning analysis for the CEO of a publicly traded pharmaceutical company • Evaluating US, Foreign Trust, and hybrid strategies for a cross-border family Show less

  • Principal

    Jan 2021 - now

  • Vice President

    Nov 2010 - Dec 2020