Sean O’Hara provides Wealth Management and consultation services to Kelley Investments and its clients. He also assists with management functions including data security, systems operations, research, portfolio construction and trading and other administrative functions.
Industry experience.
More than twenty years starting in the Private Client Division at Merrill Lynch in Pittsburgh, Pennsylvania. Sean was then an associate with LPL Financial Services in San Diego prior to founding Keystone Investment Advisors, Inc.
Credentials.
Sean is an Investment Advisor Representative of KELLEY Investments.
He is also a licensed CA Real Estate Agent (#02003223), and a Certificated Flight Instructor.
Education.
Graduated from the University of Pittsburgh CGS in 1998 with a BS in Economics.
Personal.
Raised in Pittsburgh, Pennsylvania and has lived in San Diego since 1998. When he’s not working, he’s likely jumping a horse or teaching someone how to fly an airplane.