Shaun is a native of Sellersburg, Indiana, and a graduate of the University of Louisville where he earned a BSBA in Finance in 2007 and a MBA with Distinction in 2009. He also holds a Chartered Financial Analyst designation (2014). Shaun started his investment career with Todd Investment Advisors as an intern in the summer of 2006 while earning his degree. He was hired as a research assistant in August 2007, promoted to Portfolio Manager in 2014, and made a partner in January 2018. Shaun is an active member of the CFA Society of Louisville and the CFA Institute.