Sean O’Leary is a Regional Director at Little Harbor Advisors, LLC.
Sean O’Leary has 14 years of investment management experience, and he joined Little Harbor Advisors as a Regional Director in 2020. Prior to that time, Sean served clients as a Regional Director at Invesco and as a Regional Investment Consultant at Russell Investments. Sean is a versatile and accomplished financial services professional with extensive experience serving registered investment advisors (RIAs), family offices, bank trusts and institutions. Sean takes a consultative and holistic approach toward creating and cultivating strong partner relationships, providing strategy positioning and practice management guidance.
Sean graduated from the University of Wisconsin – Madison in 2006 with a BBA in Marketing, and is currently studying for the CFP designation. Sean resides in the San Francisco Bay-Area with his wife, two daughters, dog and two cats. When he is not serving his clients, Sean enjoys reading, CrossFit training, and listening to music with his family.