About Shane
Shane is responsible for coordinating the needs of our institutional clients including research, analytics, and asset allocation. During the past ten years, she has evolved from performance analyst to financial consultant to the Director of Investment Research and ultimately into her current role as Senior Manager, Institutional Consulting.
Shane has worked with the team since 2007, first at Wells Fargo Advisors private client group and then at GYL Financial Synergies in 2016. She is an Accredited Investment Fiduciary Analyst, which she obtained through the fi360 organization, as well as her Professional Plan Consultant designation. Shane holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®), and taught in conjunction with the Wharton School at the University of Pennsylvania. A graduate of Eastern Connecticut State University, Shane has a degree in Economics with a concentration in Business. She is Series 66 registered.
When she is not working, Shane enjoys gardening, taking care of her dogs, and spending time with her sons.
Shane is responsible for coordinating the needs of our institutional clients including research, analytics, and asset allocation. During the past ten years, she has evolved from performance analyst to financial consultant to the Director of Investment Research and ultimately into her current role as Senior Manager, Institutional Consulting.
Shane has worked with the team since 2007, first at Wells Fargo Advisors private client group and then at GYL Financial Synergies in 2016. She is an Accredited Investment Fiduciary Analyst, which she obtained through the fi360 organization, as well as her Professional Plan Consultant designation. Shane holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®), and taught in conjunction with the Wharton School at the University of Pennsylvania. A graduate of Eastern Connecticut State University, Shane has a degree in Economics with a concentration in Business. She is Series 66 registered.
When she is not working, Shane enjoys gardening, taking care of her dogs, and spending time with her sons.