Sean Beznicki, CFA

Client Advisor

Sean Beznicki joins Glassman Wealth Services as its newest Client Advisor with over 8 years of experience in the financial planning and investment fields.

Working remotely from his first day at Glassman has not kept Sean from quickly becoming an integral part of our team of advisors, bringing a high level of market expertise and in-depth insight to the firm. He contributes his deep understanding of the capital markets and long track record in an advisory role and enjoys the direct interaction with clients to deliver customized planning and investment solutions.

Prior to joining Glassman, Sean held positions with Artemis Financial Advisors in Boston where he worked to create and maintain holistic financial models for clients, and Andersen Tax in McLean where he served as a trusted advisor to institutional and high-net worth clients.

Sean is a Chartered Financial Analyst (CFA) charterholder, received his M.B.A., with a concentration in Finance, from the University of Connecticut, and a Bachelor of Arts in Biological Sciences from the State University of New York at Binghamton.

He recently returned to the Washington, DC area with his partner, Claire, where they quickly added a new corgi puppy to their family.

FUN FACT: Sean has regularly impressed (and frustrated) his Glassman colleagues with his remarkable wealth of pop culture knowledge in trivia competitions.

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