Shane has over 17 years 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 serves on the St. Mary Our Mother School & Parish finance committee and is a member of the Southern Tier BEST Network.
Shane lives in Horseheads, NY with his wife and children. He is an active supporter of adoption advocacy groups and has adopted three children from the countries of Guatemala, Ethiopia and India. When he isn't at the office he enjoys traveling, fly fishing, and hiking with his family.