Joining Koda after 18 years in the US, Sebastian delivers a global perspective to growing and protecting client wealth.
With over two decades of international experience, Sebastian brings a genuinely global perspective to growing and protecting client wealth.
Sebastian joined Koda Capital in late 2022, where he advises private clients to help them grow and protect their long-term capital, as well as to guide them and their families through major life events – liquidity events, business transactions, and the transfer of wealth to family or charity. His insight into US markets is a particular strength in building family wealth, and since relocating to Australia, he has become a trusted adviser to US expatriates, with a thorough command of their cross-border tax and regulatory obligations. He also works with not-for-profit organisations, having served on boards and finance committees for over a decade.
Before Koda, Sebastian spent 18 years in the United States including over 11 years advising private clients at Bank of America Private Bank (San Francisco) and, prior to that, at Bernstein Global Wealth Management (New York and San Francisco). He has worked in finance since 1994, in financial advice since 2000, and in private client wealth management since 2008.
Sebastian’s studies include Executive Education (Wealth Management) from The Wharton School at the University of Pennsylvania, a Graduate Certificate in Accounting and Financial Management (Accounting and Commercial Law) from Charles Sturt University, and a Bachelor of Commerce (Economics and Finance) from the University of New South Wales.