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 2 emails and 6 mobile phone numbers on RocketReach.
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