Stephen Shea brings over 25 years of experience in financial wealth management, venture private equity, and multi-family office environments. He began his career at Alex Brown in San Francisco, followed by roles at Wentworth, Hauser, and Violich, where he helped build a WRAP Fee Based Platform that raised over $4 billion, and Mr. Shea was on the Institutional Sales team at Fidelity Investments, where he worked with banks, trust companies, and family offices. In 2008, Stephen founded his own RIA firm focused on venture, private equity, and high-yield debt. More recently, Mr. Shea built a DST platform in the triple net lease space that executed on 6 DST’s and raised over 400M.
Today Mr. Shea works with Family Offices and Private Equity Teams to bring the best real estate transactions and products to the market.
Mr. Shea is a Bay Area Color Commentator for High School Sports with the NFHS Network, working with the Bay Area Sports Network covering De La Salle Basketball and Serra Football.
Stephen graduated from St. Mary's College of California in 1997.