Shawn leads the firm’s advanced financial planning and family office team. He is also a voting member of the Investment Committee where he participates in investment selection, research, and asset allocation decisions. Prior to joining Highline, Shawn was part of City National Bank’s Private Banking division working with ultra-high-net-worth clients. In addition to his private banking experience, Shawn held position's at Prudential’s Non-Qualified Pension division developing plans and strategies for Fortune 500 Companies. Shawn received his M.B.A. from the University of California, Los Angeles, and is a CFA Charterholder, a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.<