Lionel Shaw is a seasoned professional in financial and real estate sectors, currently serving as a Real Estate Agent at Compass since April 2021. Shaw also holds the position of President and Founder at Cáritas Investment Advisors, LLC, established in December 2016, which operates as a 'Finanthropic' investment firm focused on charitable contributions through a passive index-based ETF model. Prior to these roles, Shaw worked as a Realtor at Vanguard Properties from June 2018 to April 2021 and served as a Reg Principal and Senior Financial Advisor at Wells Fargo Advisors from June 2011 to October 2016, specializing in wealth management. Shaw began a career in finance at First Allied Securities, where the role involved global wealth management from March 2004 to July 2011. Educational credentials include an MBA in Finance from Drucker School of Management and a BA in English Literature from Occidental College.
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