Sean Robert Apgar

Gestionnaire de Portefeuille-Actions chez BBR Partners LLC

Profil

Mr. Sean R.
Apgar, CPA, is a Partner, Co-Head of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2005 and working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has a deep understanding of sophisticated tax planning strategies and how to incorporate them into investment plans for wealthy families.
Prior to joining BBR, he was a Vice President with Wealth and Tax Advisory Services (now Andersen Tax), where he worked with wealthy families, individuals and single family offices, managing tax compliance and implementing wealth maximization plans through the use of family entities, charitable giving strategies and effective gift and estate tax planning.
Prior to WTAS, he worked in the Financial Markets Division and the Private Client Service Group at Arthur Andersen, LLP.
He graduated with a BS in Accounting from Lehigh University.
He is a Certified Public Accountant in the State of New York and completed the Estate & Gift Tax Planning Certificate Program in 2005 with New York University.
He is a member of the Boston Foundation’s Professional Advisors Committee.

Postes actifs de Sean Robert Apgar

Sociétés	Poste	Début
BBR Partners LLC	Gestionnaire de Portefeuille-Actions	01/05/2005

Anciens postes connus de Sean Robert Apgar

Sociétés	Poste	Fin
Andersen Tax LLC	Corporate Officer/Principal	31/12/2004
Arthur Andersen LLP	Corporate Officer/Principal	-

Formation de Sean Robert Apgar

Lehigh University

Undergraduate Degree