Shane is a senior portfolio manager in the Atlanta office. He is responsible for providing clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process.
Prior to joining Abbot Downing, Shane was a senior vice president with Northern Trust where he managed investment portfolios for institutional organizations and not-for-profit organizations. In addition, he provided advisory services to finance board committees. Preceding that role, Shane was a managing director for SunTrust Bank where he worked with organizations as a trust advisor to manage investment portfolios. He also partnered with internal trust administrators and the business development team to develop client centered solutions for multigenerational family needs. Shane has over 30 years of experience in relationship management, asset management, and new business development.
Shane earned a Master of Business Administration degree from the University of South Florida and a Bachelor of Science degree in finance and marketing from Florida State University. Shane is a holder of the right to use the Chartered Financial Analyst® designation. He is also a member of the Atlanta Society of Finance and Investment Professionals and a past President of the CFA Society of Orlando.
Shane and his wife Lynne reside in Atlanta, Georgia.