Robert P. Shea, CFA

Robert P. Shea, CFA

Vice President, Equity Research Analyst


27 Years


Rob is a member of our U.S. small cap equity team responsible for discovering and analyzing companies primarily within the Health Care sector. He is also a member of the firm’s Investment Committee.

Prior Work Experience

Rob’s experience in the financial services industry dates back to 1997, with roles focusing on portfolio management and small and small/mid cap research.  Rob began his career at John Hancock Financial Services, now Manulife Asset Management, as a small and small/mid cap research analyst covering Health Care, with additional coverage for industries within the Consumer Discretionary and Consumer Staples sectors.  Over the years he has garnered extensive experience covering companies in these three sectors across the small and small/mid cap market segments.  Previous firms include The Boston Company Asset Management, Cold Creek Capital Inc., and most recently, Cushing Asset Management.


Rob graduated with a BS in Finance from Indiana University and earned a MS in Finance from Boston College.  He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

What I Love Most About My Position…
My professional passion for the last two decades has been researching and investing in companies within the small and smid cap universes. Witnessing the constant innovation and scientific breakthroughs in the healthcare industry make the day to day especially exciting and dynamic. Combine this with getting to work with great people in a small, collaborative team environment makes each day fun and rewarding.

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