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Bob Shea
Bob Shea
Chief Investment Officer | Dynasty Financial Partners
Saint Petersburg, Florida, United States
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.
Bob Shea
Work Experience
Chief Investment Officer at
Dynasty Financial Partners
November 2022 - Present
Chief Investment Officer at
FCF Advisors
January 2020 - April 2024
Chief Executive Officer at
TrimTabs Asset Management is now FCF Advisors
January 2020 - November 2022
Chief Investment Officer at
TrimTabs Asset Management is now FCF Advisors
January 2020 - November 2022
Chief Executive Officer at
FCF Advisors
January 2020 - November 2022
President & Co-Chief Investment Officer at
We Donoghuej A Forlines Global
January 2018 - January 2020
Co-Founder Portfolio Strategist at
Ja Forlines Global
March 2009 - December 2017
Portfolio Manager/Trader/Market Strategist at
TEGEAN CAPITAL MANAGEMENT, LLC
February 2011 - May 2013
Managing Partner & Co-Chief Investment Officer at
Asiasource Capital
June 2006 - January 2009
Partner, Co-Head of Cash Equity Trading at
Goldman Sachs
February 1991 - December 2004
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.
Bob`s contact details
Colleagues
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Senior Vice President
Senior Vice President, Manager Product Administration
Managing Director
Senior Vice President, Business Development
Senior Vice President, Head of Community & Events
Finance Leaders Fellow
SVP, Head of Operations Coordinators and Operations Change Management
Senior Vice President - Compliance
VP, Vendor Management Coordinator