Shaun is a Senior Financial Counselor, having joined the firm in 2012 with the team from Mintz Levin Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society. With over 10 years of industry experience, Shaun has provided comprehensive financial planning to high net worth clients, focusing on investment, retirement, insurance, estate, and tax planning. Additionally, he has lectured on personal finance before audiences at local corporate and educational organizations, including Boston University and Harvard University.
Shaun earned his BS in Business Administration and a minor in Economics from Boston University. He is an outdoors enthusiast, whose interests include backcountry skiing, scuba diving, and traveling abroad.