AMBITION Board Member & Mentor

Shaun Skeris, CFA®, CEPA is a thought leader in the area of personal finance and an advocate for building a universal framework to provide children around the world a lifetime opportunity to master personal and financial wealth. He actively promotes the ability for all children, from birth, to begin a lifetime of learning, growing, saving, investing and giving back. With the goal of providing a pathway to personal financial freedom, he is passionately dedicated to delivering that lifetime opportunity for each child to find their personal calling, their professional purpose, and their financial independence.

For more than 20 years Shaun has been advising corporations, family offices, business owners, and individuals regarding their financial and investment related decisions. His expertise includes trading, reporting, analysis and portfolio management.

He currently serves clients of BNY Mellon Wealth Management through the framework of Active Wealth. In particular, Shaun guides business owners as they transition from entrepreneurs to investors, working in close concert with a team of advisors that includes attorneys, tax advisors, investment bankers, and portfolio managers. As a fiduciary he is always focused on the best interest of his clients.

Most recently, Shaun ran the Investment Advisory business for one of the largest regional banks on the west coast. In this role he guided portfolio strategy, asset allocation and investment policy.

Before that Shaun ran his own firm and advised high net worth and family office clients in regards to family office formation, governance, taxation, planning and investments.

He also functioned as a Relationship Manager at Credit Suisse, directing companies, family offices and high-net-worth clients in the management of their cash and investments. His responsibilities included managing over $1 billion in assets, directing trading for Fortune 500 companies and conducting credit and market analysis. In this capacity he worked directly with COOs, CFOs, treasurers, investment managers and analysts.

Prior to that, he managed the Corporate Cash Management business for the US division of Credit Suisse’s Private Bank, including a short term, fixed-income trading desk. In this role he was responsible for marketing, sales and product development. His responsibilities included managing a team of 4 traders, trading $25 billion in assets and generating over $20 million in revenue.

Shaun also has extensive experience in the areas of financial reporting, compliance, risk and performance analytics. From 2000 to 2002 he built the reporting system for Credit Suisse’s Private Bank. Before that, he worked at PIMCO in New York, where he directed performance reporting and AIMR Compliance audits.

Shaun has also taught Wealth Management as an adjunct professor in the Paul Merage School of Business at the University of California, Irvine.

Shaun received his B.A. in Economics and M.A. in International Business from the University of Florida. He is a CFA charter holder, and a member of the CFA Institute (CFAI) and the CFA Society of Orange County (CFAOC). In addition, Shaun is a CEPA (Certified Exit Planning Advisor), and a member of EPI (Exit Planning Institute). Shaun is also a member of Gen Next, a forward leaning group of thought leaders focused on making the world a better place for future generations in the areas of Education, Entrepreneurship, and Global Security. He is involved with several non-profit organizations in the Southern California area advocating the arts, financial education, life mastery, and ensuring the world is a beautiful place to live for future generations. Shaun resides in Orange County, California.