Shane’s primary responsibilities include supporting the trading, rebalancing, and reconciliation processes for Modera’s client portfolios. Shane assists in the administration of Modera’s portfolio management system and collaborates and communicates with clients as needed. Shane works with advisors on client portfolio strategy and supports the Investment Committee on projects related to portfolio construction, manager due diligence, and overall investment research.
Chartered Financial Analyst®
Colorado State University, Bachelor of Business Administration, Finance/Investment Analysis