Sean Severson is a Wealth Management Associate at Withum Wealth Management. In his current role Sean conducts in depth portfolio reviews and analysis for potential clients. He is also a member of the financial planning team and helps develop plans that provide peace of mind to the firm’s clients. In addition to these responsibilities, Sean works with the various Custodians and Professional Services Group to ensure that client requests are processed in a timely and accurate manner.
Sean received his degree in Mathematics and Economics from the College of the Holy Cross. At Holy Cross he was a four-year member of their division one swim program and served as Captain his senior year. After graduation Sean began his career at Fidelity Investments, one of the largest asset management companies in the world. Over the course of three years, he worked in various service roles, gaining valuable experience and learning from some of the best in the industry. He passed the first level of the Chartered Financial Analyst (CFA) program. In his free time, Sean enjoys staying physically active and exploring the outdoors, as well as reading about economics and financial markets.