Sean Stamper MBA, Cfp®
About Sean Stamper MBA, Cfp®
Sean Stamper, MBA, CFP®, is a Senior Wealth Strategist at UBS, with a diverse background in finance and compliance across various companies. He has held positions at firms such as Stratos Wealth Partners, New York Life Insurance Company, and Fidelity Investments, and has earned degrees in Business Administration and Finance.
Current Role at UBS
Sean Stamper serves as a Senior Wealth Strategist at UBS, a position he has held since 2023. In this role, he focuses on providing comprehensive wealth management strategies to clients. His expertise in financial planning and analytics supports UBS's commitment to delivering tailored financial solutions.
Previous Experience in Financial Services
Before joining UBS, Sean Stamper accumulated extensive experience in the financial services industry. He worked at Fidelity Investments as a Planning Consultant from 2022 to 2023. Prior to that, he held various roles including Business Analytics Consultant at PNC from 2017 to 2020, and Sr. Compliance Associate at PNC Investments from 2012 to 2015. His career also includes positions at INSIGHT2PROFIT and New York Life Insurance Company.
Education and Expertise
Sean Stamper holds a Master of Business Administration (MBA) with a focus on Finance from Cleveland State University, completed in 2015. He also earned a Bachelor of Business Administration (BBA) in Finance from Ohio University in 2011. Additionally, he completed a Business Analytics Graduate Certificate Program at Cleveland State University in 2016. His educational background supports his expertise in wealth management and financial analytics.
Professional Certifications
Sean Stamper is a Certified Financial Planner (CFP®), which signifies his commitment to professional standards in financial planning. This certification enhances his ability to provide strategic wealth management advice to clients, ensuring they receive informed and compliant financial guidance.
Background and Early Education
Sean Stamper completed his high school education at St. Ignatius High School from 2003 to 2007. His foundational education set the stage for his pursuit of higher education in finance and business analytics, leading to a successful career in the financial services sector.