About
Sean Barrett is currently an Associate at Bill Few Associates, Inc., where he supports the firm's advisory and investment activities. In this role, he assists lead advisors with client servicing, investment analysis, and preparation of financial plans, leveraging his educational background in business administration and entrepreneurial studies. His responsibilities primarily extend to facilitating portfolio construction and supporting research in core asset classes relevant to client portfolios.
Sean's professional experience includes an internship at Bill Few Associates, Inc., where he gained hands-on exposure to financial planning and investment management processes. Before entering the investment industry, he held a customer service role as a Sales Associate at DICK'S Sporting Goods, contributing to his skills in client engagement and relationship management.
He holds a Bachelor of Business Administration in Entrepreneurship/Entrepreneurial Studies from Duquesne University Palumbo Donahue School of Business. Sean focuses on broad investment sectors common to the firm, such as equities, mutual funds, and retirement-related financial planning, as Bill Few Associates provides comprehensive wealth management across public equity, fixed income, and estate planning services. There is no indication of specific sector specialization or major public industry achievements at this stage in his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bill Few Associates, Inc. | Associate | Aug 2024 to Present | — |
| Bill Few Associates, Inc. | Intern | Aug 2024 to Jan 2025 | — |
| DICK'S Sporting Goods | Sales Associate | Jan 2021 to Aug 2021 | — |
| Bellhops moving | Team Lead | Aug 2019 to Mar 2020 | — |
Education
Duquesne University Palumbo Donahue School of Business
Bachelor of Business Administration - BBA, Entrepreneurship/Entrepreneurial Studies
Others at Bill Few Associates, Inc. (1)
| Name | Role | Location |
|---|---|---|
A Adam Logan | Senior Vice President - Portfolio Manager | Pittsburgh, PA , United States |
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