Sean C. Erickson, CFP® is the Director of Operations for Steinberg Global. Sean oversees the operations team and works closely with the portfolio managers to help customize financial plans to meet client’s long term goals. In addition, Sean leads the technology committee and is responsible for all of the technology solutions at the firm.
Mr. Erickson is a CERTIFIED FINANCIAL PLANNER™ certificant and series 65 holder. Sean is a graduate and former varsity lacrosse player for the University of Notre Dame, having graduated with a degree in Finance in 2000. Mr. Erickson began his career in Chicago at Accenture and later moved on to become a Performance Analyst at investment consulting firms in Chicago and Los Angeles. Looking for a change, Sean moved to Florida and joined the Steinberg team in 2007. He became a shareholder in 2014.
Mr. Erickson currently lives in Delray Beach and enjoys spending time with his wife Kristin and his two sons Braydin and Conner and his daughter Addyson.