Vice President - Investments
As a Certified Financial Planner®, Seton’s broad understanding of complex wealth management strategies allows him to help clients with their retirement, wealth accumulation and estate goals.
Prior to joining WrapManager, he was a Vice President at Icon Investments. There, he was responsible for business development in the Northeast region and gained extensive investment planning experience working with financial advisors and high-net-worth clients. Seton started his financial career as a high-net-worth financial advisor at Morgan Stanley.
Seton graduated from Stanford University with a Bachelor of Arts in Human Biology with a concentration in Human Performance. Out of the office Seton is an avid runner, skier, traveler, San Francisco Giants fan, and lover of everything Cardinal.
Check the background of this investment professional.
My favorite time of day is when a client or potential client says, "no one has asked me that before." My retirement dream is splitting time between Carmel Valley and Saratoga Springs.
And here's something my co-workers may not know about me...I had a painting of mine shown at the Hyde Collection in Glens Falls, NY.
Some of my favorite things are my family, SF Giants, Stanford sports, long runs, random trivia, Hawaii, my 28 cousins, and my Grandparents (they just celebrated their 70th wedding anniversary). Guilty pleasure: TV, especially sports and HBO shows.
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WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets