Sean Markham Joins Essex Financial
ESSEX, CT (August 2, 2021) – Essex Financial has announced that Sean Markham, a well-known and highly respected financial planner in the lower Fairfield County market, has joined the firm. Sean, a portfolio manager and advisor with Essex Financial’s Southport office, has nearly three decades of experience in the financial services industry. Prior to joining Essex Financial, Sean spent his last thirteen years working for Horizon Kinetics, LLC, an independent research and money management firm based in New York City. Sean’s last role within Horizon was the Head of Wealth and Advisory with responsibility for the management and advisory for over one billion dollars in assets.
“Sean has built a tremendous reputation during his entire career, and his dedication to his clients over the last three decades as an investment advisor aligns perfectly with our firm’s mission and values,” stated Chuck Cumello, President and CEO of Essex Financial. “We are excited to have the privilege of working with Sean to help his clients achieve their financial goals.”
Sean’s philosophy and business model is centered on a simple, client focused approach: “Client first, firm second and me third. I wanted to work with a firm that has the same philosophy and client-first culture that I have, and I believe Essex Financial is that company,” said Sean.
Sean has an MBA in Finance from the University of Connecticut and is also a Certified Financial Planner.
Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory Firms in Connecticut with $3.2 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with twenty financial advisors and office locations in Essex, Farmington and Southport, providing comprehensive financial planning and wealth management services to more than three thousand households and businesses in Connecticut and beyond.
For more information, please contact Chuck Cumello, President and CEO of Essex Financial, at 860-767-4300 or firstname.lastname@example.org.