Sean E. Houston, CFP®, CIMA®

Sean E. Houston is Team Investment Strategist, Private Advisor, Senior Vice President, at Southeastern Wealth Management Group of Rockefeller Capital Management. He develops comprehensive financial plans for institutional and high-net-worth clients while advising them on portfolio construction.

Prior to joining Rockefeller in 2022, Sean was a Vice President and Portfolio Manager at Morgan Stanley. Prior to joining Morgan Stanley, Sean spent more than eight years at UBS Financial Services with tenures in both Charleston, SC and the Washington D.C. area. Most recently at UBS, he served as the Associate Branch Manager for the Washington D.C. suburbs followed by three years of institutional consulting. Within institutional consulting, he was responsible for the investment management of portfolio assets.

Sean is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and has also completed the Certified Investment Manager Analyst (CIMA®) program taught through the University of Pennsylvania’s Wharton School of Business.