Profile
Mr. Michael E.
Shea, CFA MBA, is Managing Member at 8th Street Investments LLC.
He is also Chief Investment Officer of the firm.
He works with each client to establish goals, evaluate risks, and understand issues before building and managing a client’s customized portfolio.
Prior to establishing 8th Street in October 2008, Mr. Shea was a Senior Portfolio Manager with U.S.
Trust Company.
He managed over $500 million in assets on behalf of high net worth individuals, foundations and endowments.
He also spent over ten years in U.S.
Trust’s Special Fiduciary Services Division as the Senior Financial Analyst providing investment recommendations, valuations and advice associated with the acquisition, sale, and retention of employer securities in qualified and non-qualified employee benefit plans.
Mr. Shea received his Bachelor of Science in Finance from the University of Colorado in 1988 and his M.B.A.
in Finance and Accounting from New York University in 1994.
He received his Charted Financial Analyst designation in 1997 and is a member of the CFA Institute and CFA Society of Washington, DC.
Michael Edward Shea active positions
| Companies | Position | Start |
|---|---|---|
8th Street Investments LLC
 8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Founder | 2008-09-30 |
Former positions of Michael Edward Shea
| Companies | Position | End |
|---|---|---|
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Training of Michael Edward Shea
| New York University | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
8th Street Investments LLC
8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Finance |
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