![Bob Shea](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bob Shea
Directeur en chef des Investissements chez
Dynasty Wealth Management LLC
Profil
Mr. Robert Shea is a Chief Investment Officer at Dynasty Wealth Management LLC and an Investment Committee at Precedent Wealth Partners LLC.
In this role, he is responsible for constructing and maintaining Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios and leading Dynasty’s Investment Committee.
He brings his insights into top-down asset allocation, portfolio management, and investment manager selection to Precedent Wealth Partners LLC’s Investment Committee.
Mr. Shea joined Dynasty from FCF Advisors, where he served as Chief Executive Officer and Chief Investment Officer.
Prior, he worked in Investments at Goldman Sachs from 1991-2004, becoming Partner, Co-Head of Cash Equity Trading.
He earned a bachelor’s degree in Finance from St. John’s University.
Postes actifs de Bob Shea
| Sociétés | Poste | Début |
|---|---|---|
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance DWM or the designated financial intermediary is responsible for the creation of a series of models with varying asset allocations and risk profiles. To implement the models, the firm conducts initial and ongoing due diligence on research providers that provide their own model portfolio allocations. In addition, DWM may select mutual funds, individual stocks, and/or ETFs for each model. To implement the models, the firm has selected an Overlay Manager responsible for performing the buy/sell transactions. | Directeur en chef des Investissements | 01/11/2022 |
PRECEDENT WEALTH PARTNERS, LLC
 PRECEDENT WEALTH PARTNERS, LLC Investment ManagersFinance Provides investment advice | Membre du Comité d'Investissement | - |
Anciens postes connus de Bob Shea
| Sociétés | Poste | Fin |
|---|---|---|
FCF Advisors LLC
 FCF Advisors LLC Investment ManagersFinance Abacus FCF uses a proprietary process to help guide investment decisions. Most of their strategies are actively managed and primarily invest in equity securities of US or foreign companies with liquidity and fundamental characteristics that are historically associated with superior long-term performance. They leverage the free cash flow-based FCF Quality Model (FCFQM) to spotlight “quality” companies with the greatest chance of delivering market-beating returns to investors. These companies tend to have very high environmental, social and governance (ESG) scores. The outputs from the FCFQM analysis are used to develop and manage a broad range of investment solutions. | Directeur Général | 01/11/2022 |
Donoghue Forlines LLC
 Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines offers a different approach that employs both technical analysis and tactical asset allocation strategies. The firm utilizes proprietary mathematical modeling and top-down fundamental research to construct investment solutions. | President | 01/01/2020 |
J.A. Forlines LLC
 J.A. Forlines LLC Investment ManagersFinance Provides investment advice | Directeur Général | - |
Tegean Capital Management LLC
 Tegean Capital Management LLC Investment ManagersFinance Tegean employs an opportunistic, value-oriented long/short investment approach. The investment objective of the Funds is to outperform the broad equity and hedge fund indices, while guarding against permanent impairment of capital. Security selection is driven by a fundamental bottom-up research approach which aims to identify opportunities with asymmetric risk/reward profiles as well as potential catalysts that can positively or negatively impact valuations. Investment ideas are primarily expressed through directional exposures to corporate equity and debt securities and their related derivatives. | Corporate Officer/Principal | - |
American Independence Financial Services LLC
 American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bob Shea
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Finance |
St. John's University
 St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tegean Capital Management LLC
Tegean Capital Management LLC Investment ManagersFinance Tegean employs an opportunistic, value-oriented long/short investment approach. The investment objective of the Funds is to outperform the broad equity and hedge fund indices, while guarding against permanent impairment of capital. Security selection is driven by a fundamental bottom-up research approach which aims to identify opportunities with asymmetric risk/reward profiles as well as potential catalysts that can positively or negatively impact valuations. Investment ideas are primarily expressed through directional exposures to corporate equity and debt securities and their related derivatives. | Finance |
J.A. Forlines LLC
J.A. Forlines LLC Investment ManagersFinance Provides investment advice | Finance |
FCF Advisors LLC
FCF Advisors LLC Investment ManagersFinance Abacus FCF uses a proprietary process to help guide investment decisions. Most of their strategies are actively managed and primarily invest in equity securities of US or foreign companies with liquidity and fundamental characteristics that are historically associated with superior long-term performance. They leverage the free cash flow-based FCF Quality Model (FCFQM) to spotlight “quality” companies with the greatest chance of delivering market-beating returns to investors. These companies tend to have very high environmental, social and governance (ESG) scores. The outputs from the FCFQM analysis are used to develop and manage a broad range of investment solutions. | Finance |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance DWM or the designated financial intermediary is responsible for the creation of a series of models with varying asset allocations and risk profiles. To implement the models, the firm conducts initial and ongoing due diligence on research providers that provide their own model portfolio allocations. In addition, DWM may select mutual funds, individual stocks, and/or ETFs for each model. To implement the models, the firm has selected an Overlay Manager responsible for performing the buy/sell transactions. | Finance |
Donoghue Forlines LLC
Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines offers a different approach that employs both technical analysis and tactical asset allocation strategies. The firm utilizes proprietary mathematical modeling and top-down fundamental research to construct investment solutions. | Finance |
PRECEDENT WEALTH PARTNERS, LLC
PRECEDENT WEALTH PARTNERS, LLC Investment ManagersFinance Provides investment advice | Finance |
