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Bob Shea

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Bob Shea

Chief Investment Officer | Dynasty Financial Partners

Saint Petersburg, Florida, United States

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Bob Shea

Summary

Bob Shea is an accomplished Chief Investment Officer with a robust career spanning over three decades in the finance industry. He began his journey at Goldman Sachs, where he honed his skills as Partner and Co-Head of Cash Equity Trading before transitioning to leadership roles at various investment firms. Currently at Dynasty Financial Partners, Bob leads the Investment Committee, focusing on asset allocation and manager selection. His expertise in alternative investments and asset management is complemented by a strategic vision for enhancing client enterprise value. Outside of his professional pursuits, Bob is passionate about outdoor activities such as skiing and fly fishing, showcasing a well-rounded personality. With a strong educational background in finance from St. John's University, he continues to contribute to the financial sector with integrity and innovation.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Bob Shea

Work Experience

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Chief Investment Officer at

Dynasty Financial Partners

November 2022 - Present

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Chief Investment Officer at

FCF Advisors

January 2020 - April 2024

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Chief Executive Officer at

TrimTabs Asset Management is now FCF Advisors

January 2020 - November 2022

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Chief Investment Officer at

TrimTabs Asset Management is now FCF Advisors

January 2020 - November 2022

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Chief Executive Officer at

FCF Advisors

January 2020 - November 2022

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President & Co-Chief Investment Officer at

We Donoghuej A Forlines Global

January 2018 - January 2020

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Co-Founder Portfolio Strategist at

Ja Forlines Global

March 2009 - December 2017

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Portfolio Manager/Trader/Market Strategist at

TEGEAN CAPITAL MANAGEMENT, LLC

February 2011 - May 2013

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Managing Partner & Co-Chief Investment Officer at

Asiasource Capital

June 2006 - January 2009

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Partner, Co-Head of Cash Equity Trading at

Goldman Sachs

February 1991 - December 2004

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Bob Shea

Education

St. John's University (New York City), Bachelor Of Science - Bs

January 1980 - January 1984

Frequently Asked Questions about Bob Shea

What company does Bob Shea work for?

Bob Shea is a Chief Investment Officer at Dynasty Financial Partners, a company specializing in Monetary Authorities-Central Bank.

Where Bob Shea graduated from?

Bob Shea holds a degree in Finance, General from St. John's University (New York City).

Who is Bob Shea?

Bob Shea is an accomplished Chief Investment Officer with a robust career spanning over three decades in the finance industry. He began his journey at Goldman Sachs, where he honed his skills as Partner and Co-Head of Cash Equity Trading before transitioning to leadership roles at various investment firms. Currently at Dynasty Financial Partners, Bob leads the Investment Committee, focusing on asset allocation and manager selection. His expertise in alternative investments and asset management is complemented by a strategic vision for enhancing client enterprise value. Outside of his professional pursuits, Bob is passionate about outdoor activities such as skiing and fly fishing, showcasing a well-rounded personality. With a strong educational background in finance from St. John's University, he continues to contribute to the financial sector with integrity and innovation.

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