Joining Koda after 18 years in the US, Sebastian delivers a global perspective to growing and protecting client wealth.
Seb brings extensive experience and knowledge to almost every situation but he has focused his business on helping private clients and their families manage a liquidity event, facilitate a transaction, or transfer wealth to family or charity. He has deep and unique insights into US markets and their role in growing long term family wealth, and since moving back to Australia, he can deliver invaluable advice to US ex-pats, having a full understanding of their tax and regulatory obligations. Seb rounds out his services by working with not-for-profit organisations, having sat on Boards and Finance Committees for over a decade.
Prior to Koda, Seb advised private clients and their families for over 11 years at Bank of America Private Bank (San Francisco), and at Bernstein Global Wealth Management (New York and San Francisco) prior to that.
Seb’s studies include:
Executive Education from The Wharton School at The University of Pennsylvania,
Graduate Certificate in Accounting and Financial Management (Accounting and Commercial Law) from Charles Sturt University, and
Bachelor of Commerce (Economics and Finance) at the University of New South Wales.