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Kevin Shea, CFA, CIPM

VP, White Mountains Capital

Kevin Shea, CFA, CIPM is a finance professional currently serving as Vice President Finance at White Mountains Capital. Here are the key details about his background and career:

Professional Experience

Kevin Shea has held several positions at White Mountains Capital:

  • Vice President Finance (March 2023 - Present)
  • AVP (March 2016 - February 2022)

Prior to joining White Mountains Capital, he worked as:

  • Senior Investment Performance Reporting Analyst at White Mountains Advisors
  • Investment Performance Reporting Analyst at White Mountains Advisors
  • Investment Operations Analyst at One Beacon Insurance (April 2006 - July 2010)
  • Fund Accountant at State Street Bank (2004 - 2006)

Education and Certifications

Kevin Shea holds several professional certifications:

  • Chartered Financial Analyst (CFA) Charterholder (issued August 2019)
  • Certificate in Investment Performance Measurement (CIPM) (issued June 2013)
  • Financial Modeling & Valuation Analyst (FMVA) (issued December 2020)

He studied Business with a focus on Finance and holds a Minor in Computer Information Systems from Stonehill College.1

Skills and Expertise

Kevin Shea has extensive experience in the finance and investment industry, with expertise in:

  • Financial analysis
  • Investment reporting
  • Operational efficiency
  • Investment performance measurement
  • Financial modeling and valuation

His diverse professional background has equipped him with a comprehensive understanding of investment operations and performance reporting.1

Kevin Shea's combination of educational background, professional certifications, and extensive experience in various financial roles positions him as a knowledgeable and proficient professional in the finance and investment industry.

Highlights

[PDF] USA Swimming Board of Directors Meeting Minutes - NET
Apr 1 · app.100women.org
[PDF] GLOBAL EVENTS - 100 Women In Finance

Related Questions

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How did Kevin Shea transition from State Street Bank to White Mountains Capital?
What specific skills does Kevin Shea bring to White Mountains Capital?
Can you provide more details about Kevin Shea's role as an AVP at White Mountains Capital?
What are some notable achievements of Kevin Shea in his finance career?
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Location

Madison, Connecticut, United States