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Shane Carpenter, CFAView LinkedIn Profile

Shane Carpenter is a partner and the Co-Head of Fixed Income Trading at SPFG. He specializes in fixed-income trading, portfolio implementation, analytics, and portfolio monitoring for some of the firm’s top advisor clients. Additionally, Shane provides research and analytical support to members of the team and its institutional relationships. He is a CFA charter holder and member of the investment committee.

Before joining SPFG, Shane served in a similar capacity as Managing Director at Raymond James in Atlanta. While there, he supervised the firm’s individual bond trading, worked with many of the firm’s top clients, and was a member of the investment committee. Shane has been in the industry for over 20 years, having worked at Morgan Keegan & Co. and Register and Akers, among others.

He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Atlanta.

After growing up in Woodstock, Georgia, Shane earned his Bachelor of Science in Finance at Kennesaw State University. He now resides in Marietta, GA, with his wife, Jenna, and two children, Kennedy and Knox. Outside of work, Shane enjoys spending time with his family, golfing, working out, and traveling.