For more than 7 years, Shea has been helping entrepreneurs and their families simplify their financial lives.
After graduating with an Accounting degree from Penn State University, Shea joined Waldron in 2015. He passed the CAP® exam in 2019 and is a Chartered Advisor in Philanthropy.
At Waldron, Shea specializes in consulting high-net-worth families and family offices with completion services that are beyond investment management and financial planning, such as private aviation, bill pay, risk management, family governance, business owner advisory services, health care, and more.
Outside the office, Shea enjoys playing golf, hockey, tennis, hiking, biking, and shooting. He also serves on the Club 66 Board and works passionately towards encouraging young professionals to get involved with the Mario Lemieux Foundation to find a cure for cancer. Shea resides in Oakdale, PA with his Rottweiler, Tess.