Shawn brings significant financial markets experience to PWM from his many years in investment management, institutional equity research and asset custody and administration. He now looks to further broaden this experience by working with advisers and clients managing asset allocation models and equity/hybrid portfolio baskets as part of a well-defined wealth management strategy. He earned his Bachelor of Science degree in Business Administration and Finance from John Carroll University in Ohio and held previous positions at Wachovia Securities and Adams, Harkness & Hill, Inc. Most recently, he was a seasoned analyst on BlackRock's Small to Mid Value Team in Boston.&nbs