Sean Carmichael

Background

About Sean Carmichael

Sean Carmichael joined the Wittenstein Adelman Lewis Group in 2007. He is the team's lead trader and chief investment officer. This includes analyzing and overseeing client portfolios, investment manager research, portfolio construction and risk management. Sean also manages the day to day operations for the group, ensuring the highest level of service for clients. Prior to his position at UBS, Sean worked as a client associate at Merrill Lynch in New York, NY. He graduated Cum Laude from Fairleigh Dickinson University with a degree in Finance. Sean currently holds his Series 7, Series 66, and Life and Health insurance licenses. He is a Chartered Financial Analyst® (CFA®), has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and belongs to the New York Society of Security Analysts. Sean enjoys playing basketball and tennis in his free time and currently resides on Long Island with his wife, Katie, and daughter, are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**