Shane is excited to represent CORDA in the Senior Relationship Manager role, following his numerous years of referral partnership with both the firm and many of his colleagues. Prior to joining the CORDA team, Shane spent more than 15-years in the Financial Services Industry. During that time, he attained extensive experience working with both individual and institutional clients at various asset management firms, and within the many facets of the financial sector; to include mortgage lending, retail banking, discount brokerage and investment management. The focus of his career has been in relationship management and business development roles, working directly with high-net-worth clients to provide expertise and guidance for achieving specified financial goals. In summary, Shane’s experience provides him with unique perspective and considerable ability to be an effective advocate for CORDA clients and to help them make sound decisions as they navigate the increasingly complex personal financial marketplace.
Shane will be operating our San Antonio office location and is no stranger to Central Texas. After graduating from Texas State University with a Bachelor of Business Administration in Finance, he returned to the San Antonio Hill-Country where he has lived (in total) for more than 35-years.
Work Hard, Play Hard is the lifestyle Shane believes in. When he’s not in the office working with clients, he enjoys spending his days in outdoor activities such as golfing, shooting, archery, running trails, and riding jet-skis. Although he loves doing most anything that involves time spent in the company of family, friends and his two Boxers (Jaxson-12/Harley-3), his favorite memories tend to include a campsite, BBQ, and playing music by the campfire!
