Last Update

2016-09-24T00:00:00.000Z

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Background Information

Employment History

Born

U.S. Navy

Technical Trainer

Emerson Swan Inc

Director

Oil Heat Cares Foundation

Education

MBA

The George Washington University School of Business

MS & BA

University of Rochester

Web References (10 Total References)


Kevin Shea - Lenox Advisors

www.lenoxadvisors.com [cached]

Kevin Shea

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Kevin Shea
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Kevin is a Financial Planner who joined Lenox Advisors in 2013. He coordinates with clients to provide comprehensive, actionable financial planning advice. He also helps to bring Lenox's Personal CFO Program to firms in the industry for clients.
Prior to joining Lenox, Kevin advised on growth, acquisition and sale strategies for private equity backed and closely-held business as well as working in venture capital. Kevin also served in the U.S. Navy, rising to the rank of Lieutenant.
Kevin graduated with a MS & BA from the University of Rochester and holds an MBA from The George Washington University School of Business. He is also a Chartered Financial Analyst and Certified Financial Planner Professional ™ as well as FINRA Series 6 and 63 securities licenses.
Email Kevin Shea


Training & Education | Emerson Swan

www.emersonswan.com [cached]

Kevin Shea: Kevin was practically born in the heating industry. He grew up in the 70's & early 80's, working for...(read more)


About Kevin ...

www.emersonswan.com [cached]

About Kevin Shea

Kevin Shea was practically born into the heating industry. He grew up in the 70's & early 80's, working for his family's oil business in Eastern Massachusetts. In 1983 he graduated high school and enlisted in the U.S. Navy to become an electrician. He returned to the family business in 1987 and using his Naval training in electronic troubleshooting and HVAC systems controls he built a service department that quickly earned a reputation for technical excellence. His success as a Service Manager stemmed from his commitment to consistently providing the best training for his employees. It was with this in mind that he accepted the position of Trainer with Emerson Swan in September of 2007. He is excited to share his passion and technical expertise with all who are interested in learning about the latest advancements in high efficiency heating and hot water equipment. Over the years, Kevin has served the National Oil Heat Service Managers (NAOHSM) Boston chapter as Treasurer, Vice President and President and currently serves on the board of directors for the Boston chapter NAOHSM and the Oil Heat Cares Foundation and is an International Ground Source Heat Pump Association (IGSHPA) certified installer.


Kevin ...

www.lenoxadvisors.com [cached]

Kevin Shea

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Kevin Shea
...
Kevin Shea joined Lenox Advisors in 2013 as a Vice President of Financial Planning. He works in partnership with clients to provide comprehensive, actionable advice on key financial planning priorities. He also helps to bring Lenox's Personal CFO Program to firms in the industry for clients.
Prior to joining Lenox, Kevin advised private clients on growth, acquisition and sale strategies for private equity backed and closely held business. He began his finance career as an associate with a Washington DC based venture capital fund, prior to which he served as a Lieutenant in the U.S. Navy.
Kevin has his MBA from The George Washington University School of Business and his undergraduate degree from the University of Rochester. He currently resides in Middletown, NJ with his wife and three young children. He enjoys coaching youth soccer, baseball and tutoring math to middle school students.
He holds the Chartered Financial Analyst designation (CFA) and is a Certified Financial Planner (CFP) professional. He also holds the Series 6 and 63 Securities Registration.
Email Kevin Shea


Employee Directory | Emerson Swan

www.emersonswan.com [cached]

Kevin Shea - Trainer kshea@emersonswan.com

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