David Shaw
About David Shaw
David Shaw is an Associate Wealth Advisor at The Colony Group in Boston, Massachusetts, with a diverse background in financial services and investment management. He has held various roles in notable firms and has a strong educational foundation in finance and communication.
Work at Colony
David Shaw has been employed at The Colony Group as an Associate Wealth Advisor since 2020. In this role, he provides financial advice and wealth management services to clients. His position involves analyzing clients' financial situations and developing tailored strategies to meet their financial goals. Shaw's tenure at The Colony Group has contributed to his professional growth in the wealth management sector.
Previous Experience in Financial Services
Prior to his current role, David Shaw gained extensive experience in the financial services industry. He worked at Argent Wealth Management, LLC as an Associate Client Advisor from 2019 to 2020. Before that, he spent two years at Boston Financial Investment Management, LP, where he held positions as a Client/Portfolio Associate and Financial Analyst. His early career included roles at Fidelity Investments and Technology Business Research, where he developed foundational skills in financial analysis and client services.
Education and Expertise
David Shaw holds a Bachelor of Arts in Finance and Economics from Saint Anselm College, which he completed in 2015. He furthered his education by obtaining a Certificate in Finance and Financial Management Services from Boston University between 2020 and 2022. Additionally, he studied Communication & Media Studies at Massey University in 2014. This diverse educational background supports his expertise in financial advisory and wealth management.
Career Development Timeline
David Shaw's career in finance began with an internship at Technology Business Research in 2015. Following this, he worked at Fidelity Investments for four months. He then joined Boston Financial Investment Management, where he held multiple roles from 2016 to 2019. In 2019, he transitioned to Argent Wealth Management before joining The Colony Group in 2020. This timeline reflects his progressive career development in the financial sector.