Shane Morrow, CFP®, CIMA®, CAIA®Investment Committee

His practice specializes in Investment Management strategies for high net worth, ultra-high net worth, and institutional clients. Shane’s career included serving as the Director of Investment Consulting for IPC (Independent Portfolio Consultants), a boutique investment advisory firm; Corporate Vice President – Wealth Management for New York Life Insurance Company; and Vice President – Consultant Relations, for Sage Advisory, an institutional asset management firm.  His responsibilities included oversight of advisors’ client recommendations, the development of investment themes for client recommendations, and developing custom portfolios for ultra-high net worth individual, corporate pensions, cash balance plans, corporate cash management, endowments, and foundations.

Shane currently resides in Austin, TX and enjoys Texas Hill Country and good barbecue.