Sean Williams joined Mayfield Financial Services in 2013 as Director of Investments. He has fifteen years of investment experience including six years as an investment consultant for private foundations, university endowments, ultra high net worth individuals and families, and other institutional investors. He applies the same rigor, discipline, and philosophies used by institutions to assist the advisors in the management of your personal assets.
Sean earned a Bachelor of Science in Finance from Miami University and an MBA at Ashland University. He earned a CFA charter in 2005 and is a current member of the CFA Society of Cleveland. He has FINRA Series 7, 24, and 63 licenses. He earned the AIF designation in 2019. Sean resides in Westlake with his three sons, Brad, Kyle and Jeff.
Sean is responsible for bringing suggestions to our Investment Committee and the internal design and maintenance of our various portfolio models.