Sean SeversonCFA

Sean Severson is an Associate Wealth Advisor 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 B.A. in Mathematics and Economics from the College of the Holy Cross, where he was a four‑year member of the Division I swim team and served as team captain in his senior year. After graduation, he began his career at Fidelity Investments, one of the world’s largest asset management firms, working in various client‑service roles over three years and gaining broad industry experience. Sean has earned the Chartered Financial Analyst (CFA) charter, demonstrating his commitment to the highest standards of investment analysis and ethics. In his free time, he stays physically active exploring the outdoors and enjoys reading about economics and financial markets.