People - Sean R. Apgar

Sean
R.
Apgar
Partner, Director of Portfolio & Wealth Advisory

Sean joined BBR Partners in 2005 and is a Director of Portfolio and Wealth Advisory, 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. Sean has a deep understanding of sophisticated tax planning strategies and how to incorporate them into investment plans for wealthy families.

Prior to joining BBR, Sean was a Vice President with Wealth and Tax Advisory Services (WTAS), 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, Sean worked in the Financial Markets Division and the Private Client Service Group at Arthur Andersen, LLP.

Sean graduated from Lehigh University with a BS in Accounting. 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 actively involved with BRAC, USA.

Sean resides in Chatham, NJ with his wife and two daughters. He enjoys spending time outdoors, particularly skiing, and vacationing on the North Fork of Long Island with his family.