Shawn is a Principal of the firm, with responsibilities in both the Private Wealth Management and Institutional Consulting practice.

Shawn has over 24 years of experience in investment/portfolio consulting, financial planning and estate planning. He maintains national and international responsibilities for servicing high net worth individuals, family offices, ERISA plans, and foundation and endowments clients. He leads the firm's New Jersey office. Prior to SK, Shawn served as Director in PricewaterhouseCoopers LLP Personal Financial Services (PFS) practice for 12 years and before that, he spent 5 years at the AYCO Company LP (now part of Goldman Sachs), a national corporate executive consulting firm, where as a Senior Associate he worked with top executives at companies such as AT&T, DuPont, Exxon and Merck, as well as numerous high net worth individuals and business owners. Prior to that he spent 4 years at NY Life and Prudential as an insurance and employee benefits representative.

Shawn consults to both Institutional and Private Wealth clients in the areas of portfolio strategy, design, implementation and support. He also serves on the firm's Investment Committee.

Shawn holds a Bachelor of Science degree in Finance from Siena College and a MBA in Finance from Rutgers University Graduate School of Management. He also holds the Certified Investment Management Analyst (CIMA) credential from the University of Pennsylvania, The Wharton School, and the Accredited Investment Fiduciary Auditor (AIFA) credential from the University of Pittsburgh, Center for Fiduciary Studies at the Joseph M Katz School of Business.

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