Bob Shea Email & Phone Number
Chief Investment Officer @ Dynasty Financial Partners
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Bob Shea Location
- Saint Petersburg, FL, US
Bob Shea Work
- 2022 -now Chief Investment Officer @
- 2020 -2024 Chief Investment Officer @
- 2020 -2022 Chief Executive Officer @
- 2020 -2022 Chief Executive Officer @
- 2020 -2022 Chief Investment Officer @
- 2018 -2020 President and Co-Chief Investment Officer @ W.E. Donoghue/J.A Forlines Global
- 2009 -2017 Co-Founder Portfolio Strategist @ JA Forlines Global
- 2011 -2013 Portfolio Manager and Trader and Market Strategist @
- 2006 -2009 Managing Partner and Co-Chief Investment Officer @ AsiaSource Capital
- 1991 -2004 Partner, Co-Head of Cash Equity Trading @
Bob Shea Education
- St. John's University
Bachelor of Science - BS (Finance, General)
1980-1984
Bob Shea Skills
- Portfolio Management
- Investments
- Fixed Income
- Equities
- Hedge Funds
- Trading
- Asset Management
- Bloomberg
- Mutual Funds
- Investment Banking
- Capital Markets
- Alternative Investments
- Securities
- Derivatives
- Valuation
Bob Shea Summary
- Bob Shea, based in Saint Petersburg, FL, US, is currently a Chief Investment Officer at Dynasty Financial Partners. Bob Shea brings experience from previous roles at FCF Advisors and TrimTabs Asset Management. Bob Shea holds a 1980 - 1984 Bachelor of Science - BS in Finance, General @ St. John's University. With a robust skill set that includes Portfolio Management, Investments, Fixed Income, Equities, Hedge Funds and more. Bob Shea has 3 emails and 6 mobile phone numbers on RocketReach.
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Top Dynasty Financial Partners Employees
Shirl Penney
Chief Executive Officer
Saint Petersburg, FL, US
Mason Salit
Chief Talent Officer
Saint Petersburg, FL, US
Tim Reinhart
SVP, Senior Product Manager
West Chester, PA, US
Jeremy Gilbert
Senior Vice President, Chief of Staff
Saint Petersburg, FL, US
Justin Weinkle
Chief Financial Officer
Saint Petersburg, FL, US
Jennifer Dorgan
Chief Administrative Officer
Florida, United States
Burke Harrington
Vice President- Transition Services
Saint Petersburg, FL, US
John Sullivan
Managing Director
United States
Harris Baltch
Managing Director, Co-Head of Investment Banking
Port Washington, NY, US
Bob Shea
Chief Investment Officer
Saint Petersburg, FL, US
Denise Brackett
Vice President, Investment Solutions
Saint Petersburg, FL, US
Laura Schooley
Vice President, Network Partner Marketing
Saint Petersburg, FL, US
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