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Shane Hall, CFP®, CAIA, CPWA®

Principal

Louisville

Client Advisory

Biography

Shane is a Principal in the Louisville office and serves on its multi-family office team. He provides comprehensive financial planning advice for executives, business owners, and ultra-high net worth families. Shane helps clients navigate complexity and specializes in portfolio construction, company benefits, income tax, and estate planning.

Prior to joining Cerity Partners, Shane was a Senior Financial Advisor for the multi-family office division at ARGI Financial Group. He focused on providing holistic financial advice with a specific expertise in evaluating alternative investment opportunities and alternative portfolio construction.

Education

  • B.A. in Mathematics from Mount St. Joseph University
  • B.A. in Business Administration from Mount St. Joseph University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®
  • Chartered Alternative Investment Analyst
  • Finance committee member for the Ronald McDonald House Charities of Kentuckiana

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.