About Shawn
Serving the Orlando area, Shawn provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Shawn works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Shawn started in the financial services industry in Boston, MA in 1995 and with Fifth Third Private Bank in Orlando, FL beginning in 2022. He previously worked at Huntington Private Bank in Naples, FL from 2018-2022. Prior to that, Shawn was the Chief Investment Officer & SVP for Berkshire Bank in Springfield, MA.
Education
Bryant College, Smithfield, RI - B.S. - Finance
Boston College, Chestnut Hill, MA - MBA - Finance
Boston College, Chestnut Hill, MA - MBA - Finance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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