Sean Mullen, Executive Vice President


As Executive Vice President at SignatureWealth Partners, Sean Mullen is responsible for advisor sourcing and transitioning. His team seeks out like-minded advisors who want to grow and simplify their business while building an asset they own.

Sean has a history of building successful solutions that empower advisors. He was previously an architect of Fortigent's UMA platform and a senior sales executive of Envestnet. Most recently Sean led business development efforts for FinTech platform FolioDynamix.

An excellent speaker and writer, Sean has delivered articles and presentations on such timely topics as UMA technology, robo-advice, and reaching millennial investors. Sean earned a BA in Foreign Languages & Literatures from the University of Nevada. He holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) designations.

Sean has been featured in:


Bary and Sean Give Industry Conference Tips and Highlights

originally posted on MaximumAdvisor.com In a special episode of Maximum Advisor, host Chip Munn is joined by Bary Dedge, Chief Operating Officer and Sean Mullen, Executive Vice President of Growth Strategies, both of Signature Wealth ...
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MarketCounsel Summit 2019 Recap

I had a phenomenal time last week at The MarketCounsel Summit filled with growth and networking opportunities at the beautiful Fontainebleau Miami Beach. Read on to check out some of ...
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Sean Talks ‘The Pissed Off Junior Advisor’ on the Maximum Advisor Podcast

originally posted on MaximumAdvisor.com Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of ...
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Schwab IMPACT & Beacon Roundtable 2019 Recap

I'm excited to share a recap of a busy, but great few days spent at Schwab IMPACT 2019 and the 2019 Beacon Roundtable in November. It turns out that our ...
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Advisor2Advisor: Ed Swenson & Sean Mullen

originally posted on EnvestnetInstitute.com Envestnet advisors Ed Swenson & Sean Mullen talk about client questions and requests at both of their firms. WATCH HERE: http://media.licdn.com/embeds/media.html?src=https%3A%2F%2Fplayer.vimeo.com%2Fvideo%2F273777616%3Fapp_id%3D122963&url=https%3A%2F%2Fvimeo.com%2F273777616&type=text%2Fhtml&schema=vimeo
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DUAL-CONTRACT SMAS VS. SINGLE-CONTRACT SMAS – Sean’s Thoughts

originally posted on PFIadvisors.com Sean Mullen, who has experience in both dual-contract and single-contract environments, points out that regardless of an RIA’s size and investment allocation to a particular manager, single-contract ...
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Why integration is essential (and how it works)

originally posted on InvestmentNews.com The MarketCounsel Summit 2017 - Why integration is essential (and how it works) Integration has been one of the biggest fintech themes in 2017. But why ...
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