Sean Sugrue

Sean Sugrue is an Associate at Westmount Partners in Los Angeles, California, where he supports advisors with investment analysis, trading, financial planning, and client service. His work spans financial planning services and portfolio management for individuals, small businesses, and institutional clients, with an emphasis on diversified asset allocation and client-focused investment solutions.

Prior to joining Westmount Partners, Sean gained trading experience at SMB Capital and interned in wealth management at Wells Fargo, building expertise in equity trading and client advisory services. At Westmount, his responsibilities include research and implementation of investment strategies, preparing financial plans, and helping manage diverse portfolios across equities, fixed income, and alternative asset classes.

Sean holds a Bachelor of Science in Business Administration and Management, Finance, from the University of Southern California, and studied finance at the National University of Singapore. He has also passed the Series 65 examination and is registered to provide investment advice in California, reflecting his focus on comprehensive portfolio management and client-first financial solutions.