As a Regional Director for Loring Ward’s Mid Atlantic region, Shane works with Advisors to help provide clarity and perspective on the challenges they face today. Drawing on his almost three decades of experience working with successful Advisors, Shane acts as a true consultant and partner to understand and advise on all the key areas of an Advisor’s business including client experience, growth strategies, and business goals.
Prior to joining Loring Ward, Shane was a Senior Vice President with LaSalle Investment Management. He also has worked at Putnam Investments, American Funds, and Franklin Templeton Investments.
Shane holds Series 7, 24 and 63 licenses as well as the Certified Investment Management Analyst (CIMA®) designation. He has a BBA in Finance from the University of Georgia and a MBA in Management from Georgia State University.
Shane and his wife, Eve, reside in Greenville, SC with their three children. Shane is an avid college sports fan, especially football and baseball. When he isn’t attending one of his children’s sporting events, he is most likely watching sports, playing golf, or reading. When he can coordinate everyone’s busy schedules, he also enjoys traveling with his family.