Sean K. Snyder, CFP®

Sean K. Snyder, CFP®, is an accomplished entrepreneur and professional in private wealth management. With over 20 years of diverse experience in technology solution sales, independent consulting, entrepreneurial endeavors, and wealth management, Snyder has become an expert in private equity investments, business development, wealth management, family office advisory services, connecting dots, and problem-solving. Snyder earned an MBA in Global Business Management from Duke University's Fuqua School of Business and a Bachelor's degree in Business Administration in Management Information Systems and Marketing from Southern Methodist University. Snyder is a Certified Financial Planner™ professional and has served as a trusted advisor and relationship manager for family offices while at Angel Rock and Atlantic Trust, and high net worth clients at Stein Roe Investment Counsel and Three Bell Capital. Snyder's previous roles include Founder & CEO at Angel Rock Advisors, Chief Strategy Officer at Emerson Equity LLC, Managing Partner at Three Bell Capital, and Global Account Manager at AT&T Business Network Services.