About Newport Group

Sean N. Havlin

Chief Financial Officer

Sean Havlin leads, and is responsible for, all financial and fiscal management functions for Newport Group, and is an integral member of the firm’s executive management team. Sean has more than 20 years of financial leadership experience with several of the nation’s biggest and best-known financial institutions. Prior to joining Newport Group, Sean served concurrently as Managing Director/CFO of MUFG Union Bank’s Wealth Markets division and as CFO of its broker-dealer and asset management subsidiaries. Sean previously held roles as Senior Vice President and Finance Manager at Wells Fargo Bank, working within its Community Banking and Wealth Management segments. Sean’s professional career began with KPMG in Belfast, Northern Ireland and in New York City. Sean earned his bachelor’s degree in economics from Queen’s University Belfast in Northern Ireland and his master’s degree in business administration from The Wharton School at the University of Pennsylvania. Sean is a fellowship member of the Institute of Chartered Accountants, Ireland and also holds FINRA Series 7, 24, 27 and 63 registrations.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.