Associate Wealth Advisor
Sean White is an Associate Wealth Advisor in Beacon Pointe’s Milwaukee office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Sean joined Beacon Pointe full-time after completing the Beacon Pointe Summer Internship Program. Prior to joining Beacon Pointe, Sean graduated from Washington University in St. Louis with a bachelor’s degree in Economics and a joint major in Organizational and Strategic Management. Outside the office, Sean enjoys running through Estabrook Park, playing soccer, and canoe tripping.