Sean Stannard-Stockton is a principal and director of Tactical Philanthropy at Ensemble Capital Management in Burlingame, CA, midway between San Francisco and Silicon Valley. Ensemble Capital provides families both traditional investment management and a unique, specialized approach to advancing their philanthropic interests.

Sean works with philanthropic families to help them integrate the personal and financial implications of their giving. He is the creator of Ensemble Capital’s Philanthropic Optimization Process®, which helps families identify the most appropriate philanthropic vehicle(s) for their needs, fund them with the most appropriate asset(s), implement the creation of the vehicles and provide ongoing administration and investment management.

Sean writes the column On Philanthropy for the Financial Times. The column appears monthly in the Wealth at the Weekend section. He is the author of the chapter “The Evolution of the Tactical Philanthropist” in the anthology Mapping the New World of American Philanthropy. His writing has been published both online and in traditional print media. He has also been quoted in numerous publications for his insights into the culture and practice of philanthropy. Sean appears weekly on NPR member station WXEL’s radio show Fundraising Success where he discusses philanthropic planning during the segment Philanthropy Corner.

Sean holds a degree in economics from the University of California, Davis and has earned both the Chartered Financial Analyst (CFA) and the Chartered Advisor in Philanthropy (CAP) designations.

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