Christopher Shea lends his sharp intellect and analytical mind to the WealthSource team. With decades of experience in the investment management industry, Chris has earned a breadth of knowledge that serves him well as our Chief Investment Officer. From security research and portfolio construction consulting to portfolio management and investment product development, Chris has held a broad array of responsibilities. Realizing the need for CIOs to share in the exchange of ideas and challenges, Chris was also a co-founder of CIO Roundtable.
Before joining WealthSource, Chris co-founded CataMetrics Management — a firm providing investment advisors with integrated investment solutions, combining investment strategies, sales, and dynamic communication tools. Prior to CataMetrics, Chris served as the CIO for US Financial Advisors where he developed global, volatility-managed tactical strategies. As a Vice President and Regional Director of Goldman Sachs, Chris worked closely with RIAs and broker-dealers to improve their portfolio construction and investment strategies.
In 1996, Chris received his Bachelor of Arts degree in Economics from the University of Massachusetts Amherst. Since then, he has attained the Chartered Financial Analyst® designation and is a member of the CFA Society New York.
Each week, Chris brings important context and issues to light regarding market behavior in his show, What Really Matters. Chris provides timely, valuable, and trusted resources for WealthSource clients and advisors. What Really Matters episodes are available on Facebook and Youtube.
Chris resides in New England, sharing a Connecticut home with his wife and two sons. An avid student of history, Chris enjoys reading about historical figures and seeking ways to apply the lessons of the past to our modern world.
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