Sean Anderson

Sean Anderson is the Senior Trader and Associate Portfolio Manager at HB Family Office (formerly WMS Partners), based in Towson, MD. In this capacity, he is responsible for developing and maintaining the firm's centralized trading and portfolio management process, while actively contributing to investment research for public markets. His role centers on public equities and fixed income across global developed markets, and he is directly involved in the implementation of client portfolios for high net worth families, including strategy analysis and trade execution.

Before joining HB Wealth in January 2025, Sean held roles as a Trading Associate at WMS Partners and served as an Investment Associate at Greenspring Advisors, where he was a member of the Investment Committee focusing on public equity research and led efforts to advance centralized trading operations. His expertise spans quantitative analysis, portfolio construction, and multi-asset strategies, with a particular emphasis on public market instruments for family office clients.

Sean holds a Bachelor's degree in Mathematics with a concentration in Applied Mathematics from Kenyon College and has pursued additional finance studies at The London School of Economics. He is currently a CFA Level II Candidate, underscoring his commitment to professional excellence and ongoing development in investment management.