Shawn Gillespie

Shawn Gillespie is a professional with a background in various financial services companies such as Addepar, Equisoft, First Rate, Pershing, SEI, and First Union National Bank. With experience in roles such as Sr. Account Executive, Vice President, Business Development Account Executive, and Product Manager, Shawn has expertise in providing investment solutions to a wide range of clients. Having graduated from West Virginia University with a degree in English, Shawn's career has been focused on maximizing the impact of capital and providing financial clarity to clients for informed investment decisions.