Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
For almost two decades, Shaun has been putting the needs of his clients first with comprehensive and compassionate wealth advisory services. Having begun his career during the dot-com crash, one of the equity market’s most tumultuous periods, Shaun has the extensive experience and keen insight to help manage his clients’ wealth throughout good times and bad.
Shaun brings his guidance to UBS after 11 years with SunTrust Private Wealth Management where he was a primary advisor on a nationally recognized team. As a risk manager at heart, Shaun maintains consistent analysis of macroeconomic and global monetary policy trends and regularly communicates the environmental effects to his clientele. Shaun has conducted guest lectures on Central banking & macroeconomic effects on securities markets for the MBA program at Vanderbilt University Owen School of Management in Nashville, Tennessee as well as local private investment groups and forums. In addition to financial markets, Shaun consults with business owners to maximize the value of their business and design optimum exit strategies as a Certified Exit Planning Advisor (CEPA).
Shaun has earned dual-bachelor degrees in Political Science and Psychology from the University of Tennessee as well as his M.B.A. from Vanderbilt University Owen School of Management.
Shaun spends his spare time farming, and volunteering as an agricultural conservationist. He currently resides in Franklin, Tennessee with his lovely wife Jennifer and four talented children.
Education
Credentials
Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
For almost two decades, Shaun has been putting the needs of his clients first with comprehensive and compassionate wealth advisory services. Having begun his career during the dot-com crash, one of the equity market’s most tumultuous periods, Shaun has the extensive experience and keen insight to help manage his clients’ wealth throughout good times and bad.
Shaun brings his guidance to UBS after 11 years with SunTrust Private Wealth Management where he was a primary advisor on a nationally recognized team. As a risk manager at heart, Shaun maintains consistent analysis of macroeconomic and global monetary policy trends and regularly communicates the environmental effects to his clientele. Shaun has conducted guest lectures on Central banking & macroeconomic effects on securities markets for the MBA program at Vanderbilt University Owen School of Management in Nashville, Tennessee as well as local private investment groups and forums. In addition to financial markets, Shaun consults with business owners to maximize the value of their business and design optimum exit strategies as a Certified Exit Planning Advisor (CEPA).
Shaun has earned dual-bachelor degrees in Political Science and Psychology from the University of Tennessee as well as his M.B.A. from Vanderbilt University Owen School of Management.
Shaun spends his spare time farming, and volunteering as an agricultural conservationist. He currently resides in Franklin, Tennessee with his lovely wife Jennifer and four talented children.
Education
Credentials
Senior Wealth Strategy Associate
Ryan is responsible for maintaining the infrastructure underlying our custom portfolio development and implementation. He has spent over a decade refining his security analysis and risk management capabilities, and his natural curiosity drives him to continually seek and leverage new information. Ryan has a Master of Liberal Arts degree, in the field of Finance, from Harvard Extension School. In his downtime, he enjoys cycling, golfing, and spending time with his wife, Taryn, daughter, Aubrey, and two Weimaraners, Oliver and Watson.
Education
Senior Wealth Strategy Associate
Ryan is responsible for maintaining the infrastructure underlying our custom portfolio development and implementation. He has spent over a decade refining his security analysis and risk management capabilities, and his natural curiosity drives him to continually seek and leverage new information. Ryan has a Master of Liberal Arts degree, in the field of Finance, from Harvard Extension School. In his downtime, he enjoys cycling, golfing, and spending time with his wife, Taryn, daughter, Aubrey, and two Weimaraners, Oliver and Watson.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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