David Shaw, Cfp®
About David Shaw, Cfp®
David Shaw, CFP®, is an Associate Wealth Advisor at The Colony Group, where he provides comprehensive financial counsel to clients. He has a background in finance and economics, with experience at various financial institutions, including Fidelity Investments and Boston Financial Investment Management.
Work at The Colony Group
David Shaw serves as an Associate Wealth Advisor at The Colony Group, a position he has held since 2020. In this role, he focuses on providing comprehensive financial counsel that goes beyond investment management. Shaw contributes to the development and implementation of holistic financial plans that integrate various aspects such as tax, estate planning, retirement planning, charitable giving, and risk management. He collaborates with a team of Financial Counselors to deliver personalized financial advice tailored to high-net-worth individuals and families.
Previous Experience in Financial Services
Prior to his current role, David Shaw gained valuable experience in the financial services sector. He worked as a Financial Services Representative at Fidelity Investments for four months in 2015. Following this, he served as a Research Analyst Intern at Technology Business Research for four months in the same year. Shaw further developed his expertise at Boston Financial Investment Management, LP, where he held two positions: Financial Analyst in Asset Management from 2016 to 2017 and LIHTC Portfolio Analyst in Fund Management from 2017 to 2019. He also worked as an Associate Client Advisor at Argent Wealth Management, LLC from 2019 to 2020.
Education and Expertise
David Shaw holds a Bachelor of Arts degree in Finance and Economics from Saint Anselm College, which he completed from 2011 to 2015. He furthered his education by obtaining a Certificate in Finance and Financial Management Services from Boston University, studying from 2020 to 2022. Additionally, he studied Communication and Media Studies at Massey University for 11 months in 2014. Shaw's educational background supports his expertise in providing comprehensive financial advice and developing holistic financial plans.
Professional Skills and Services
David Shaw's professional skills encompass a wide range of financial services. He specializes in creating holistic financial plans that address various client needs, including tax and estate planning, retirement strategies, charitable giving, and risk management. His collaborative approach allows him to work effectively with a team of Financial Counselors, ensuring that clients receive personalized and comprehensive financial advice tailored to their unique situations.