Bob Shea
About Bob Shea
Bob Shea serves as the Chief Investment Officer at Dynasty Financial Partners, where he has worked since 2022. He has extensive experience in investment management, having previously held leadership roles at FCF Advisors and Goldman Sachs.
Work at Dynasty Financial Partners
Bob Shea serves as the Chief Investment Officer at Dynasty Financial Partners, a role he has held since 2022. In this position, he leads the Investment Committee, providing insights and guidance on top-down asset allocation. He is responsible for managing relationships with asset managers and constructing and maintaining the firm's Outsourced Chief Investment Officer (OCIO) portfolios. His expertise contributes to the strategic investment decisions that support the firm's clients.
Previous Experience at FCF Advisors
Before joining Dynasty Financial Partners, Bob Shea worked at FCF Advisors as both Chief Executive Officer and Chief Investment Officer from 2020 to 2022. In this dual role, he was responsible for overseeing the firm's investment strategies and operations. His leadership at FCF Advisors helped shape the firm's approach to asset management during his tenure.
Career at TEGEAN CAPITAL MANAGEMENT
Bob Shea was employed at TEGEAN CAPITAL MANAGEMENT, LLC as a Portfolio Manager, Trader, and Market Strategist from 2011 to 2013. His responsibilities included managing investment portfolios and developing market strategies, which contributed to the firm's investment performance during his time there.
Education and Expertise
Bob Shea earned a Bachelor of Science degree in Finance from St. John's University, where he studied from 1980 to 1984. His educational background in finance has provided him with a solid foundation for his extensive career in investment management and trading.
Tenure at Goldman Sachs
Bob Shea worked at Goldman Sachs from 1991 to 2004, where he held the position of Partner and Co-Head of Cash Equity Trading. His role involved significant responsibilities in equity trading and contributed to the firm's operations in the financial markets during his thirteen years there.