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Sean Barrett

Sean Barrett

Associate at Bill Few Associates, Inc.

United States

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

OrganizationRoleDate RangeDetails
Bill Few Associates, Inc.AssociateAug 2024 to Present
Bill Few Associates, Inc.InternAug 2024 to Jan 2025
DICK'S Sporting GoodsSales AssociateJan 2021 to Aug 2021
Bellhops movingTeam LeadAug 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)

NameRoleLocation
A
Adam Logan
Senior Vice President - Portfolio ManagerPittsburgh, PA , United States

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