Profile
Mr. Jesse Shaw, CFA, is Relationship Manager at David Vaughan Investments, Inc.
Prior to joining David Vaughan Investments in November of 2009, Mr. Shaw was a senior member of the Manager Research and Selection Group at Lehman Brothers.
His work focused on providing investment manager research to high net worth advisors and their clients within the Lehman Brothers Private Client Group and Neuberger Berman Trust Co. Before Lehman Brothers, he worked as an Investment Analyst at Cambridge Associates, an institutional investment consulting firm residing in Washington DC.
Since relocating to Florida from Manhattan in 2009, Mr. Shaw has enjoyed the opportunity to be closer to family and friends.
In his free time, he enjoys surfing, going to the gym and an occasional round of golf.
He looks forward to becoming actively involved with various charitable and professional associations within the Central Florida community.
He spent his childhood growing up on St. Croix in the US Virgin Islands and later moved to New Smyrna Beach, Florida.
Mr. Shaw received a Bachelor of Science degree majoring in Finance from Lehigh University in 2000.
In 2006, he received his designation as a Chartered Financial Analyst and is currently a member of the CFA Institute of Orlando.
Former positions of Jesse Shaw
| Companies | Position | End |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Sales & Marketing | 2011-05-30 |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Training of Jesse Shaw
| Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
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