As Chief Growth Officer, Shawn Paulk leads the firm’s strategic initiatives to expand its national reach and deepen the financial advisor community’s understanding of SPFG’s unique, customized fixed-income solutions.
With over 25 years in the financial services industry, Shawn has cultivated an expansive network of trusted, long-term relationships with RIAs across the country. He regularly moderates and presents at industry conferences, including Portfolio Summits, Markets Group, and Global Trends Events.
Prior to joining SPFG, Shawn served as Senior Managing Director, Mergers and Acquisitions at Moneta, one of the nation’s largest independent advisory firms. Earlier in his career, he held key leadership positions overseeing advisor distribution at TIAA and Knowledge Leaders Capital.
A native of Denver, Colorado, Shawn earned his Bachelor of Science in Leadership from Southwestern Oklahoma State University where he also played baseball. He lives in Charlotte, NC, with his wife Kimberly, where he is a long-time supporter of Providence Day School and Greenhouse Scholars. Shawn is an avid traveler who enjoys cooking and spending time with his family, including frequent trips to New York City to visit their son, Ethan. He also occasionally finds time for a round of golf.