Shaun is a portfolio manager for the firm’s US Large Cap Equity Strategy where he performs fundamental research, sector and industry analysis and single stock selection. Additionally, he has responsibilities as a member of the Investment Policy Committee spanning across macroeconomic research, tactical asset allocation recommendations, strategy communication, manager selection, and portfolio construction.
Shaun has over 12 years of investment and wealth management experience. Before joining Clarfeld, Shaun worked with high-net-worth clients at Bank of America/Merrill Lynch and Boston Private Bank.
Shaun is a CFA charterholder and member of the CFA Society of Boston.
Shaun, his wife, and their son reside in the Greater Boston Area and enjoy spending time at the beach with family and friends.