Shaun is an innovative investment professional with a wealth of experience in structured finance, investment management, and risk mitigation strategies. With a successful track record and diverse skill set, he has become a go-to advisor for HNW individuals and family offices seeking to enhance returns through tax-advantaged strategies and asset protection.
He has held key advisory positions at prestigious wealth management firms, including Merrill Lynch, where as Vice President and Portfolio Advisor he developed an investment model designed to unlock excess returns through uniform accounting principles across publicly traded companies. After Merrill, Shaun was Senior Vice President of Advanced Planning and Sales for a Miami-based, family office owned life insurance consultancy firm, developing premium finance strategies for domestic and foreign national UHNW families.
Prior to wealth management, Shaun was a Managing Partner of a consulting firm specializing in capital acquisition and real estate development. He secured funding from a diverse subset of financial institutions, working with a clientele that spanned local and national developers, an international oil company, and notable National Football League retirees.
Shaun graduated with a Bachelor of Arts degree in Communication Studies from the University of Iowa. His credentials include a Series 7 and 66, Life and Health insurance licenses, and Long-Term Care Certification.