Ann Marie Sheehan has built her business for over 40 years solely through referrals from clients who trust her background, education, expertise, and commitment to her work. She currently manages over $150 million in assets for approximately 100 clients. Ann Marie’s practice focuses on a clientele valuing a holistic approach...
Before joining the family office of Ann Marie Sheehan in late 2016 as a registered office administrator to help with the broker-dealer change, Antonio Posada started in financial services in 2014 at Bellatore Financial, Inc. which is an Registered Investment Advisor located in San Jose, CA. They specialize in custom...
Amanda Bonomi joined the family office of Ann Marie Sheehan in 2007 as a financial advisor. Amanda’s practice focuses on providing families with a holistic approach to financial planning and management. In her process of creating plans and advising clients, she takes all aspects of the client’s life into thoughtful...