Shane Hall, CFP®, CAIA, CPWA®



Client Advisory


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.


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


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

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