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Kevin W. Shea
Chief Executive Officer at Disciplined Alpha LLC
Kevin W. Shea active positions
Companies | Position | Start | End |
---|---|---|---|
Disciplined Alpha LLC
![]() Disciplined Alpha LLC Investment ManagersFinance Disciplined Alpha LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Kevin W. Shea in 2013. Disciplined Alpha provides discretionary investment advisory services to private pooled investment vehicles, an Irish domiciled UCITS and a separately managed account. Their investors include ERISA Pension Plans, institutional investors, charitable foundations, family limited partnerships and high net worth individuals. | Chief Executive Officer | 2013-03-31 | - |
Compliance Officer | 2013-03-31 | - | |
Founder | 2013-03-31 | - | |
Portfolio Manager-Equities | 2013-03-31 | - |
Career history of Kevin W. Shea
Former positions of Kevin W. Shea
Companies | Position | Start | End |
---|---|---|---|
D.A. Capital Management LLC
![]() D.A. Capital Management LLC Investment ManagersFinance D.A. Capital Management LLC (DACM) is a registered investment advisor located in Atlanta. | Chief Investment Officer | - | 2007-12-30 |
Director of Research - Equity | - | 2007-12-30 | |
Portfolio Manager-Equities | - | 2007-12-30 | |
Corporate Officer/Principal | - | 2007-12-30 | |
Cadence Capital Management LLC
![]() Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Analyst-Equity | 2007-12-31 | - |
Director of Research - Equity | 2007-12-31 | - | |
Trusco Capital Management, Inc.
![]() Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Portfolio Manager-Equities | - | - |
Training of Kevin W. Shea
University of Notre Dame | Undergraduate Degree |
Harvard University | Graduate Degree |
Boston College | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 3 |
Director of Research - Equity | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Trusco Capital Management, Inc.
![]() Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
D.A. Capital Management LLC
![]() D.A. Capital Management LLC Investment ManagersFinance D.A. Capital Management LLC (DACM) is a registered investment advisor located in Atlanta. | Finance |
Cadence Capital Management LLC
![]() Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Finance |
Disciplined Alpha LLC
![]() Disciplined Alpha LLC Investment ManagersFinance Disciplined Alpha LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Kevin W. Shea in 2013. Disciplined Alpha provides discretionary investment advisory services to private pooled investment vehicles, an Irish domiciled UCITS and a separately managed account. Their investors include ERISA Pension Plans, institutional investors, charitable foundations, family limited partnerships and high net worth individuals. | Finance |
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