Sean Perkins is a Relationship Manager at Lake Street Advisors. He works closely with clients to gain a strong understanding of what’s important to them and their overall investment and financial planning goals. He serves as the primary point of contact to answer questions and manage projects relating to a range of services, including estate and trust planning, tax analysis and planning, cash flow management and forecasting, philanthropic activities, closely held business planning, and insurance and asset protection.
Sean joined Lake Street in 2005 as a Financial Planner, then served as Senior Planner before being promoted to Relationship Manager. Prior to Lake Street, Sean spent three years at Citizens Bank. As a Senior Marketing Product Analyst, he managed budgets and analyzed trends, usage, and profitability among customers and products. Prior to Citizens, Sean spent 18 years in banking and public accounting.
Sean earned his BA from St. Bonaventure University and a master’s degree in taxation from Bentley University. He also completed the full financial planning program at Boston University and attained his CFP® designation in 1995. Originally from Western New York, Sean has lived in New England for 35 years. He and his wife, Pattie, live in the New Hampshire Seacoast Region and enjoy spending time with their granddaughter.