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Lionel Shaw
Lionel Shaw
Real Estate Agent | LGT Asset Management
United States
Lionel Shaw
Summary
Lionel Shaw is a seasoned financial advisor and real estate agent based in San Francisco, with over 27 years of experience in wealth management and investment strategies. He is the founder of Cáritas Investment Advisors, where he focuses on ESG/SRI asset allocations and innovative investment approaches such as the 'Self-Driving Portfolio.' In addition to his financial expertise, Lionel has a strong background in real estate, having worked with Compass for over two years, where he emphasizes community collaboration and client-centered service. His academic credentials include an MBA with a specialization in Finance and a BA in English Literature. Lionel is also deeply involved in community service as a trustee and board member for various organizations, reflecting his commitment to philanthropy. His diverse skill set spans multiple industries, including finance, real estate, and charitable foundations, making him a versatile professional in his field.
Lionel Shaw
Work Experience
Real Estate Agent at
Compass
April 2021 - Present
President & Founder at
LGT Asset Management
December 2016 - Present
Realtor at
Vanguard Properties
June 2018 - April 2021
Reg Principal, Senior Financial Advisor at
Wells Fargo Advisors
June 2011 - October 2016
Reg Principal, Senior Financial Advisor at
First Allied Securities, Inc.
March 2004 - July 2011
Vice President, Investments at
Wells Fargo Advisors
January 2001 - January 2004
Institutional Sales at
Hoefer & Arnett, Inc.
September 1997 - January 1999
MBA Internship at
J.P. Morgan
January 1997 - January 1998
Lionel Shaw
Education
Drucker School of Management , Mba
Occidental College, Ba, English Literature
Frequently Asked Questions about Lionel Shaw
What company does Lionel Shaw work for?
Lionel Shaw is a Real Estate Agent at LGT Asset Management, a company specializing in Accounting, Tax Preparation, Bookkeeping, & Payroll Services.
Where Lionel Shaw graduated from?
Lionel Shaw holds a degree in Finance from Drucker School of Management .
Who is Lionel Shaw?
Lionel Shaw is a seasoned financial advisor and real estate agent based in San Francisco, with over 27 years of experience in wealth management and investment strategies. He is the founder of Cáritas Investment Advisors, where he focuses on ESG/SRI asset allocations and innovative investment approaches such as the 'Self-Driving Portfolio.' In addition to his financial expertise, Lionel has a strong background in real estate, having worked with Compass for over two years, where he emphasizes community collaboration and client-centered service. His academic credentials include an MBA with a specialization in Finance and a BA in English Literature. Lionel is also deeply involved in community service as a trustee and board member for various organizations, reflecting his commitment to philanthropy. His diverse skill set spans multiple industries, including finance, real estate, and charitable foundations, making him a versatile professional in his field.
Lionel`s contact details