Shane is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove. As Director of Technology/Cybersecurity, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data. As Wealth Advisor, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments; Shane oversees the technology infrastructure of the firm, managing HH’s financial data systems to keep them running smoothly and securely. He interfaces with custodians and technology providers to acquire and implement best-of-breed technology and pr