As Vice President, Shane is responsible for the due diligence of discretionary portfolios, client portfolio analysis, and more. He is dedicated to supporting innovative approaches to investments and wealth management.
Before joining the NewEdge team, Shane began his career at Huntington Investments. He followed that with several years at UBS and then transitioned with his team to Morgan Stanley in 2019.
Shane earned a B.S. in Finance from Wittenberg University. He lives in New Albany with his wife and three children.
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