Shane has over 25 years of experience as a portfolio manager and financial planner. Shane earned his Master’s Degree in Business Administration (MBA) from Saint Bonaventure University, majoring in Finance. He earned his Certified Financial Planner® (CFP®) designation through the College of Financial Planning. Shane earned his Chartered Life Underwriter® (CLU®) designation, the highest education level afforded insurance planning professionals, through the American College. Shane has also completed rigorous training to earn his Certified Investment Management Analyst®(CIMA®) certification through The Wharton School of the University of Pennsylvania. He is a member of the Financial Planning Association (FPA®) and the American Finance Association, publishers of the Journal of Finance. Shane also serves on the St. Mary Our Mother School & Parish Finance Committee as well as the Stewardship Committee.
Shane lives in Horseheads, NY with his wife, Jacqueline. They are supporters of adoption advocacy groups and they have adopted three children (now grown) from the countries of Guatemala, Ethiopia and India. They recently became grandparents and are enjoying a new stage in life. When they aren't at the office they enjoy traveling to any place that is new, different, and interesting, whether near or far. Shane and Jacqueline enjoy cruising on their Azimut 39 cabin cruiser boat, aptly named "the office." They hope to ultimately complete the Great Loop, traveling from Seneca Lake, through the Erie Canal, across the Great Lakes, down the Mississippi River, around Florida, up the Intercoastal Waterway and back up the Erie Canal to Seneca Lake. To date they have managed a trip from Montreal Canada to Seneca Lake and they have covered about 50% of the Erie Canal.
