Sean Robert Apgar
Portfolio Manager-Equities at BBR Partners LLC
Profile
Mr. Sean R.
Apgar, CPA, is a Partner, Co-Head of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2005 and working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has a deep understanding of sophisticated tax planning strategies and how to incorporate them into investment plans for wealthy families.
Prior to joining BBR, he was a Vice President with Wealth and Tax Advisory Services (now Andersen Tax), where he worked with wealthy families, individuals and single family offices, managing tax compliance and implementing wealth maximization plans through the use of family entities, charitable giving strategies and effective gift and estate tax planning.
Prior to WTAS, he worked in the Financial Markets Division and the Private Client Service Group at Arthur Andersen, LLP.
He graduated with a BS in Accounting from Lehigh University.
He is a Certified Public Accountant in the State of New York and completed the Estate & Gift Tax Planning Certificate Program in 2005 with New York University.
He is a member of the Boston Foundation’s Professional Advisors Committee.
Sean Robert Apgar active positions
Companies | Position | Start |
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BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Portfolio Manager-Equities | 2005-04-30 |
Former positions of Sean Robert Apgar
Companies | Position | End |
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Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Corporate Officer/Principal | 2004-12-30 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Sean Robert Apgar
Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Finance |
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