Sean O'Leary

Regional Director

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.

We believe that managing beta is a good source of alpha.