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
- Chief Investment Officer @ (November 2022 - Present)
- Chief Investment Officer @ (January 2020 - April 2024)
- Chief Executive Officer @ (January 2020 - November 2022)
- Chief Executive Officer @ (January 2020 - November 2022)
- Chief Investment Officer @ (January 2020 - November 2022)
- President and Co-Chief Investment Officer @ W.E. Donoghue/J.A Forlines Global (January 2018 - January 2020)
- Co-Founder Portfolio Strategist @ JA Forlines Global (March 2009 - December 2017)
- Portfolio Manager and Trader and Market Strategist @ (February 2011 - May 2013)
- Managing Partner and Co-Chief Investment Officer @ AsiaSource Capital (June 2006 - January 2009)
- Partner, Co-Head of Cash Equity Trading @ (February 1991 - December 2004)
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 7 mobile phone numbers on RocketReach.
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Bob Shea
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