Shea Gordon Email and Phone Number
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I created Gordon Private Wealth to build a business that serves clients first, that comes from the right place, and that connects our work in wealth management to a greater purpose. - We deliver a distinct perspective to select wealth management clients through a fully-aligned business structure.- We get things done with a level of excellence that many clients have not experienced. - We aspire to develop deeper, more meaningful relationships with the people we serve.Gordon Private Wealth is a wealth management company created to serve top income earners.Top income earners include executive leaders, business owners, and athletes who have accumulated wealth through either a lifetime of working hard or through a sudden "wealth event" - like the receipt of an inheritance or the sale of an asset like a large real estate position, concentrated stock holdings, or a family-owned business. To learn more about our firm or for a list of states where I am registered to do business, please visit our website at www.gordonprivatewealth.com. You may also email me directly at shea@gordonprivatewealth.com Shea Gordon is an LPL registered representative. Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Gordon Private Wealth are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Gordon Private Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Chief Executive OfficerGordon Private Wealth Jun 2018 - PresentFrisco, Texas, UsGordon Private Wealth is a wealth management company created to serve top income earners.Top income earners include executive leaders, business owners, and athletes who have accumulated wealth through either a lifetime of working hard or through a sudden "wealth event" - like the receipt of an inheritance or the sale of an asset like a large real estate position, concentrated stock holdings, or a family-owned business. Most of the client households that we work with generate between $300,000 and $1 million+ of annual earned income. They also have personal net worths between $2 million and $50 million+.My leadership roles have included the following:• Private Wealth Advisor - I have managed the wealth of affluent and high net worth clients while employed at some of the most recognizable private wealth management firms on Wall Street, including:- Sanford Bernstein,- Goldman Sachs, and- U.S. Trust / Bank of America Private Wealth Management.• Alternative Investment Executive - I have led teams and coached hundreds of financial advisors on how to integrate institutional alternative investments into portfolios for individual clients, including real estate investments managed by developers like Hines and private credit investments managed by alternative investment specialists like Blackstone.• Private Attorney - I have represented individual investors and financial advisors as a private attorney practicing law in Southern California at Freeman, Freeman & Smiley LLP.• Industry Regulator - I have protected individual investors as a member of the enforcement division of the National Association of Securities Dealers, which later became FINRA (http://www.finra.org/), a governmental agency that currently regulates the investment industry.
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Managing Director, DistributionProvasi Capital Partners Sep 2017 - May 2018Dallas, Texas, UsHead of distribution for specialized, 40-Act investment products, including closed-end funds, interval funds, and open-ended mutual funds managed by Prospect Capital Management, Oakline Advisors, Meritage, and Quaker.Responsible for leadership, development, and management of all external wholesalers (11), internal wholesalers (5), and distribution operations team members (3). Ranked among top ten broker-dealers in 2018 for alternative investments as measured by YTD capital raise.Attracted, recruited and hired top-performing sales professionals to replace underperforming sales professionals.Redesigned compensation plan to increase revenue by incentivizing team members to acquire new producers and cross-sell multiple products.Acquired highest number of new producers in fund-raise history for two consecutive quarters. -
Chief Operations OfficerProvasi Capital Partners Aug 2016 - Sep 2017Dallas, Texas, UsManaged all distribution workflow as operating officer and general principal of the broker-dealer.Managed cross-departmental collaborations of distribution, national accounts, product, marketing and operations teams.Managed product and due diligence teams. Extensively interfaced with existing and prospective investment manager partners.Served as team-lead for internal efforts to convert non-traded closed-end fund to continuously-offered closed-end fund (i.e. “interval fund”).Firm expert for Salesforce. Designed and implemented systematic reporting and dashboards for local and national business management. Designed model for the firm’s territory management system. Developed workflow management process and internal communication loops via Chatter, an interactive communication platform of Salesforce.
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Senior Vice President - OperationsFs Investments Apr 2014 - Jan 2016Philadelphia, Pa, UsManaged operations and directed allocation of resources as operating officer and general principal of the broker-dealer for FS Investments (formerly known as Franklin Square Capital Partners). Established and successfully executed upon strategic goals for distribution of retail funds managed by Blackstone.Scaled operations of broker-dealer to increase firm AUM from $12 billion to over $17 billion during my tenure on the senior management team.Responsible for leadership and management of three operating teams with over sixty (60) sales and sales operations professionals: internal wholesalers, sales desk managers, sales operations / sales analytics team, and events team. Managed cross-departmental collaborations with legal, accounting, human resources, business solutions, fund management, product development, and marketing teams. Served as team-lead for multiple strategic corporate projects.Firm expert for Salesforce. Designed and implemented systematic reporting and dashboards for local and national business management. Designed model for the firm’s territory management system. Developed workflow management process and internal communication loops via Chatter. Implemented predictive analytics model and 18-factor algorithm to evaluate advisor opportunities. Provided transitional leadership for the RIA distribution channel. Served as national sales manager overseeing RIA wholesalers and managed all RIA sales operations. Successfully executed upon RIA sales and operations objectives. -
Senior Regional Sales DirectorFs Investments Dec 2011 - Mar 2014Philadelphia, Pa, UsCovered Southern California markets of Los Angeles and Orange County as a wholesaler for Franklin Square Capital Partners focusing on independent broker-dealer channel. Raised capital for non-traded business development companies (BDC’s) investing in private credit strategies managed by Blackstone. Achieved highest production per rep in the firm and ranked number one across all bonus categories in peer group before being promoted to senior leadership team in April 2014. At peak of performance, consistently added 12-15 new producers to the territory per month using a Salesforce-based organizational approach to territory management.
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Regional DirectorHines Jul 2009 - Dec 2011Houston, Tx, UsRaised capital in Southern & Central California and Hawaii through independent broker-dealers for non-traded real estate investment trusts (non-traded REIT’s) managed by Hines.During my tenure, our territory held the second highest national rank in the firm for total sales ($104 million out of $837 million raised). -
Senior Vice President, Private Client AdvisorU.S. Trust Jul 2007 - Feb 2009UsResponsible for team managing total balance sheets for high net worth and ultra-high net worth investors. Accumulated over $60 million of investment management assets for private banking unit in eighteen months. Implemented and executed investment management, credit, cash management, and trust and estates strategies. Key markets included:- Las Vegas, Nevada- Reno, Nevada, and - Los Angeles, California -
Vice President, Private Wealth ManagementGoldman Sachs Nov 2006 - May 2007New York, New York, UsResponsible for buildout of on-the-ground Goldman Sachs investment management presence in Las Vegas, Nevada.Target market: ultra-high net worth investors. -
PrincipalBernstein Private Wealth Management Jan 2000 - Nov 2006New York, New York, UsResponsible for mangagement of 4-member team building and servicing private client book of business of over 150 relationships with over $450 million of assets under management. Key markets included mass affluent, high net worth clients, and middle-market institutional clients located in:- Los Angeles, California- Las Vegas, Nevada- Santa Fe, New Mexico- Phoenix, Arizona -
Associate AttorneyFreeman, Freeman & Smiley, Llp Jul 1998 - Dec 1999Reported directly to Managing Partner of Litigation Department. Represented financial advisors and investors resolving disputes in NASD Arbitration forum. Also represented clients in state and federal courts in areas of contract, trusts and estates, real estate and business tort law.
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Associate ExaminerFinancial Industry Regulatory Authority (Finra) Jul 1997 - Jun 1998Washington, District Of Columbia, UsResponsible for auditing regional broker-dealer firms for compliance with securities industry regulations. Investigated customer complaints, boiler-room operations, and securities fraud in Southern California - District 2.
Shea Gordon Skills
Shea Gordon Education Details
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Pepperdine LawCorporate And Securities Law -
South Texas College Of Law Houston
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Vanderbilt UniversityMath
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Stratford High School
Frequently Asked Questions about Shea Gordon
What company does Shea Gordon work for?
Shea Gordon works for Gordon Private Wealth
What is Shea Gordon's role at the current company?
Shea Gordon's current role is Private Wealth Advisor to Top Income Earners.
What is Shea Gordon's email address?
Shea Gordon's email address is sh****@****are.com
What is Shea Gordon's direct phone number?
Shea Gordon's direct phone number is +121549*****
What schools did Shea Gordon attend?
Shea Gordon attended Pepperdine Law, South Texas College Of Law Houston, Vanderbilt University, Stratford High School.
What are some of Shea Gordon's interests?
Shea Gordon has interest in Olympic Distance Triathlon.
What skills is Shea Gordon known for?
Shea Gordon has skills like Salesforce.com, Public Speaking, Portfolio Management, Finance, Credit, Alternative Investments, Strategic Planning, Leadership, Sales Management, Cross Functional Team Leadership, Change Management, Operations Management.
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