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Bridget Horan Email & Phone Number

Director at Shade Tree Advisors LLC at Shade Tree Advisors LLC

Location: Durham, North Carolina, United States 6 work roles 2 schools

1 work email found @shadetreeadvisors.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

Shade Tree Advisors LLC

Role

Director at Shade Tree Advisors LLC

Location

Durham, North Carolina, United States

Company size

26 employees

Who is Bridget Horan? Overview

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Quick answer

Bridget Horan is listed as Director at Shade Tree Advisors LLC at Shade Tree Advisors LLC, a company with 26 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at shadetreeadvisors.com and a matched LinkedIn profile for Bridget Horan.

Bridget Horan previously worked as Director at Shade Tree Advisors Llc and Associate Director at Ubs. Bridget Horan holds Master Of Business Administration (M.B.A.) from State University Of New York At Albany.

Company email context

Email format at Shade Tree Advisors LLC

This section adds company-level context without repeating Bridget Horan's masked contact details.

{first_initial}{last}@shadetreeadvisors.com

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AeroLeads found 1 current-domain work email signal for Bridget Horan. Compare company email patterns before reaching out.

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Profile bio

About Bridget Horan

Bridget Horan is a Director at Shade Tree Advisors LLC at Shade Tree Advisors LLC. She possess expertise in financial analysis, financial services, series 7, series 63, series 65 and 15 more skills.

Listed skills include Financial Analysis, Financial Services, Series 7, Series 63, and 16 others.

Current workplace

Bridget Horan's current company

Company context helps verify the profile and gives searchers a useful next step.

Shade Tree Advisors Llc

Director at Shade Tree Advisors LLC

saratoga springs, new york, united states

Website

shadetreeadvisors.com

Employees

26

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Company profile

View company profile Email format

6 roles

Bridget Horan work experience

A career timeline built from the work history available for this profile.

Director

Current

Shade Tree Advisors Llc

Nov 2020 - Present

Associate Director

Ubs

Remote

Risk Manager for a multifunctional 30 person team responsible for reviewing procedures and developing controls
Partner with Legal and Compliance to review 2018 Advisory Billing SEC Risk Alert; compare guidance to current controls, identify shortfalls, and implement risk mitigating procedures
Lead reconciliation efforts of nine general ledgers with breaks that once exceeded $15MM; sustaining zero high-risk breaks for over two years by collaborating with finance, risk, operations and senior management teams
Project owner of supervisory related Operational Risk Incident; developed SharePoint site with updated service catalogue, controls evidence, escalation matrix, cross-training programs, and written supervisory procedures
Develop logic and operational procedures that support new product offerings and regulatory requirements

Mar 2017 - Nov 2020

Authorized Officer

Ubs

Nashville, TN

Managed 12 direct reports on three teams including investment advisory, billing, and insurance
Coordinated operations of teams and managers distributed in NJ, TN, and India
Provided comprehensive oversight, maintenance and coordination of managed account portfolios Migrated over 100,000 separately managed accounts to new trading platform
Planned nearshoring and offshoring initiatives to reduce operating costs by $120,000 annually

Feb 2015 - Mar 2017

Client Analyst

The Ayco Company, L.P., A Goldman Sachs Company

Albany, New York, United States

Responsible for oversight, trading, and review of 9,500 managed portfolios with total assets valued at over $6B
Developed broadening knowledge of portfolio construction and comprehensive asset allocation
Onboarded new trading software to improve efficiency of high volume trades, reducing costs and trade errors
Designed and developed monthly and quarterly marketing materials to illustrate portfolio performance and utility

Sep 2012 - Sep 2014

Sr. Portfolio Administrator

Ayco, A Goldman Sachs Company

Albany, New York, United States

Provided over 10,000 Fortune 1000 executives comprehensive operational and trading services
Provided oversight for more than 1,000 separately managed equity and fixed income accounts
Instituted risk reduction programs to cross-train junior associates with general systems and procedures
Designed and implemented reviews and reports to reconcile account transactions and portfolio allocation

Jun 2008 - Sep 2012

Finance Intern

Evans Bank

Maintained records and transactions, balanced books, and compiled statistical reports using Microsoft Excel and Profit Star
Assisted Controller with development of annual budget for more than 15 departments to implement and attain profitability goals

Jan 2008 - May 2008

Team & coworkers

Colleagues at Shade Tree Advisors LLC

Other employees you can reach at shadetreeadvisors.com. View company contacts for 26 employees →

JG

Jesse George Colleague at Shade Tree Advisors Llc Saratoga Springs, New York, United States, United States View → RK

Ryan Kelley Colleague at Shade Tree Advisors Llc Albany, New York Metropolitan Area, United States View → RM

Ryan Mclaughlin, Cfa Colleague at Shade Tree Advisors Llc New York City Metropolitan Area, United States View → FS

Felicia Smith Colleague at Shade Tree Advisors Llc Albany, New York Metropolitan Area, United States View → AK

Adrienne Knapp, Cpa Colleague at Shade Tree Advisors Llc Saratoga Springs, New York, United States, United States View → KC

Kimberly Carter Colleague at Shade Tree Advisors Llc Saratoga Springs, New York, United States, United States View → AF

Allyson Fox Colleague at Shade Tree Advisors Llc Middle Grove, New York, United States, United States View → CL

Casey Laprade Colleague at Shade Tree Advisors Llc United States, United States View → AG

Andre Guccia Colleague at Shade Tree Advisors Llc Saratoga Springs, New York, United States, United States View → PF

Philip Furze Colleague at Shade Tree Advisors Llc Saratoga Springs, New York, United States, United States View →

2 education records

Bridget Horan education

Master Of Business Administration (M.B.A.)

State University Of New York At Albany

Bachelor Of Science (B.S.), Business Administration And Management, General

State University Of New York At Buffalo

FAQ

Frequently asked questions about Bridget Horan

Quick answers generated from the profile data available on this page.

What company does Bridget Horan work for?

Bridget Horan works for Shade Tree Advisors LLC.

What is Bridget Horan's role at Shade Tree Advisors LLC?

Bridget Horan is listed as Director at Shade Tree Advisors LLC at Shade Tree Advisors LLC.

What is Bridget Horan's email address?

AeroLeads has found 1 work email signal at @shadetreeadvisors.com for Bridget Horan at Shade Tree Advisors LLC.

Where is Bridget Horan based?

Bridget Horan is based in Durham, North Carolina, United States while working with Shade Tree Advisors LLC.

What companies has Bridget Horan worked for?

Bridget Horan has worked for Shade Tree Advisors Llc, Ubs, The Ayco Company, L.P., A Goldman Sachs Company, Ayco, A Goldman Sachs Company, and Evans Bank.

Who are Bridget Horan's colleagues at Shade Tree Advisors LLC?

Bridget Horan's colleagues at Shade Tree Advisors LLC include Jesse George, Ryan Kelley, Ryan Mclaughlin, Cfa, Felicia Smith, and Adrienne Knapp, Cpa.

How can I contact Bridget Horan?

You can use AeroLeads to view verified contact signals for Bridget Horan at Shade Tree Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Bridget Horan attend?

Bridget Horan holds Master Of Business Administration (M.B.A.) from State University Of New York At Albany.

What skills is Bridget Horan known for?

Bridget Horan is listed with skills including Financial Analysis, Financial Services, Series 7, Series 63, Series 65, Client Relations Skills, Finance, and Portfolio Management.

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