Shane is responsible for the strategic direction of IronBridge investment management.
Prior to co-founding IronBridge Wealth Counsel, Shane’s career included serving as the Director of Investment Consulting for a boutique investment advisory firm, Corporate Vice President of a Fortune 500 financial services company, and Vice President-Consultant Relations, of an institutional asset management firm.
Where I Come From:
Born in South Jersey, I quickly moved to Cincinnati, Ohio where I resided for eight years. Moving often with my father's position at the Federal Government (DEA), I spent three years in the Bahamas before settling into South Florida. My career has taken me from South Florida to Manhattan, and now to Austin, Texas where I reside and have come to love Texas Hill Country and good barbeque.
Shane has a B.A. in Economics from Amherst College ans has earned the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Investment Management Analyst® designation, and the Chartered Alternative Investment Analyst® designation and is currently Level II Chartered Financial Analyst Candidate.
Coming from a law enforcement background has instilled in me a sense of service and a focus on protection. Through education, communication and thoughtful guidance, I continue my family’s history of serving others.
IronBridge Wealth Counsel is a marketing name for business conducted through Lincoln Financial Advisors Corp.