Christopher Shea

Christopher Shea, CFA has a diverse work experience in the financial industry. Christopher is currently serving as the Chief Investment Officer at WealthSource Partners, LLC since May 2019. Prior to this, they worked at CataMetrics Management, LLC from August 2014, where they spearheaded overall business development and successfully grew assets-under-management to over $200M+ within the first year.

Christopher also served as the Director, Portfolio Specialist (Consultant) at SkyView Investment Advisors from September 2018 to May 2019. During their tenure, they played a key role in growing assets-under-management and assets-under-advisement across RIAs and family offices, securing new RIA relationships representing over $500m.

From January 2012 to August 2014, Christopher worked as the Chief Investment Officer at U.S. Wealth Management, where they generated consistent 20% growth in annual revenue YoY and championed the development and implementation of global volatility-managed tactical strategies.

Earlier in their career, they served as Vice President/Regional Director at Goldman Sachs Asset Management, distributing mutual funds, structured notes, hedge funds, and private equity funds to RIAs and financial advisers. Prior to this, they worked as a Portfolio Manager at US Wealth Management from April 2000 to October 2007.

Christopher started their career at Brown Brothers Harriman & Co as a Pricing Specialist in 1998.

Overall, Christopher Shea has demonstrated strong leadership skills, business development expertise, and a track record of achieving significant growth in assets-under-management.

Christopher Shea, CFA attended the University of Massachusetts Amherst from 1992 to 1996, where they earned a Bachelor of Arts degree in Economics.