SmartPro Financial
Jesse Shaw is an advisor at SmartPro Financial. Jesse has also worked as a teacher and counselor at CPRC, a relationship manager at David Vaughan Investments, and as a portfolio strategy manager at Lehman Brothers and Neuberger Berman. Jesse began their career as an investment analyst at Cambridge Associates.
Jesse Shaw has a BS in Finance from Lehigh University and a Certification from the CFA Institute in CFA.
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SmartPro Financial
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SmartPro Financial provides retirement analysis, investment strategies, financial planning, and wealth management services.