Shaun is a Financial Advisor and Managing Director at Oculus Financial. He has over 30 years of markets, banking and operations experience at leading financial institutions, both on the buy and sell side. He has worked with bankers, traders, analysts, portfolio managers and advised clients through multiple investment cycles.
Shaun’s passion is relationship management and working collaboratively with both clients and colleagues to provide holistic solutions that optimize household balance sheets across investments, banking and lending. His motto is “do unto others,” and he takes his role as a Fiduciary seriously.
A native of Napa Valley, Shaun is an avid wine collector and international traveler. After graduating from San Francisco State University with a BA in International Business, his travels took him to South America where he met and ultimately married his beautiful Argentinean wife. Together for over 20 years, he and his wife have a son, Ozzy (named for all the right reasons) and a French bulldog, Theodore, AKA Theodorable. In his spare time, Shaun enjoys wine tasting, playing golf, tennis, and chess.
Most recently Shaun was a Vice President, Private Client Advisor at J.P. Morgan Wealth Management. Prior to joining Wealth Management, Shaun worked in Prime Brokerage within the Corporate and Investment Bank, where he managed the day to day needs of institutional clients including Hedge Funds, traditional Asset Managers and Family Offices. Throughout his career, Shaun has covered large institutional clients, high profile individuals as well as prominent law firms and their partners. Prior to joining J.P.Morgan, Shaun held relationship management positions at Bear Stearns, Citigroup Private Bank and the Bank of New York.
Shaun can be reached at 707-230-6525 or at email@example.com