About Sebold

Image

Sean Sebold is redefining
wealth management.

At the start of Sean’s career in finance, he experienced the pressure banks put on their managers to sell products despite a client’s best interests. No one asked about taxes, children’s college funds, plans to open a non-profit or run for city government. In short, a disconnect persisted between what a consumer wanted from their wealth managers, and what the banks were selling.

Sean created Sebold Capital Management to be more than a wealth management firm, so he built a truly unique financial organization with an expansive breadth of processes and services.

As a multi-family office, Sebold equips every client with a team of experts interested in discovering and developing the financial possibilities inherent in their personal journey.

Image

We listen, evaluate,
and educate.

Image

The challenges facing high-net-worth individuals and families, from investment management and tax planning to business succession and estate planning, are deeply personal and intricately intertwined. Sebold builds an intimate understanding of our client’s goals during our discovery process for the purpose of generating an Investment Policy Statement.

This statement serves as the foundation for our financial advice, from which we’ll build our client’s a strong financial future.

Image

We provide bespoke, research-verified financial management.

Image
Our comprehensive familiarity with our client’s objectives is step one. Combined with our expert’s extensive knowledge of the economic, geopolitical, regulatory, and investment market conditions that impact their financial journey, we put this learning to work.

Unencumbered by the need to sell products or generate commissions, Sebold Capital’s wealth managers actualize opportunities for your wealth.
Image
Image

Our Team

Sebold Capital Management is comprised of individuals with numerous characteristics in common: a devotion to considerate and specific explorations of our client’s financial life, a commitment to concierge-level management and planning services, and access to timely, time-honored investment management and advisory strategies that continually set us apart from our larger, corporate peers.

SEAN SEBOLD CFP®CFA
Founder / CEO

Read Bio

SUSAN J. TEMPLETON
Vice Chair

Read Bio

CHRISTA MADISON
Managing Director of Financial Planning and Business Development

Read Bio

NICK NIEMI
Associate Advisor

Read Bio

ALVARO MUNOZ GALLARDO
Financial Analyst

Read Bio

MARY LYN PATTERSON
Client Operations Manager

READ BIO

MARIE JUAREZ
Executive Assistant

READ BIO

CAROLINE SPOUNIAS
Office Administrator

READ BIO

KELLY SEBOLD
Administrative Assistant

READ BIO

HOLLY MAPES
Accountant / HR

READ BIO

PETER FISHER
Marketing Intern

READ BIO

Our Team

SEBOLD CAPITAL MANAGEMENT'S team is comprised of individuals with a commitment to concierge-level management and planning services, and access to time-honored investment management and advisory strategies that continually set us apart from our larger, corporate peers.