As a longtime advisor to clients that include CEOs, business and real estate owners, Wall Street leaders and professional athletes, Seth and his partners Todd Kingsley and Rick Harris strive to provide a distinct and unforgettable client experience. He and his team pride themselves on serving clients just as they do their own families: with integrity, respect and care for their needs.

While managing the overall client experience for the team, Seth acts as a trusted advisor by providing investment advice, estate/insurance guidance, retirement planning and succession planning.

Seth joined Alex. Brown, a division of Raymond James, in 2016. Prior to that, he spent over nine years with Deutsche Bank as a vice president and began his career in the financial services industry as a second vice president for Smith Barney in 2002.

Originally from Ramsey, New Jersey, he earned his bachelor’s in communications, legal institutions, economics and government from The American University in Washington D.C. He now resides in North Potomac, Maryland, with his wife, Kate, and their three children, Carter, Crew and Camble. Seth is an active member of Temple Beth Ami and Woodmont Country Club.