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Investment Committee
CFP®, CIMA®, CAIA®
Shane Morrow, CFP®, CIMA®, CAIA®
Investment Committee
Shane is the founder and Managing Partner of IronBridge Wealth Counsel, LLC. His practice focuses on investment management for high net worth, ultra-high net worth, and institutional clients.
His career includes roles as Director of Investment Consulting at IPC (Independent Portfolio Consultants), Corporate Vice President of Wealth Management at New York Life Insurance Company, and Vice President of Consultant Relations at Sage Advisory.
Education
- B.A., Economics, Amherst College
Community Involvement
- Pro-Bono Advisor for various charitable organizations
Outside the office: Shane resides in Austin, Texas and enjoys the Texas Hill Country and barbecue.
*No affiliate relationship, committee member only.
