Lisa McIntire Shaw
Financial Advisor & Managing Partner @Cygnus Asset Management, Llc
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WORK HISTORY
Financial Advisor & Managing Partner @Cygnus Asset Management, Llc
I help over-see the financial affairs of families and institutions with integrity and discipline.Cygnus Asset Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
EDUCATION
Charlotte Latin
High School Diploma, College / University Preparatory Program
UNC Chapel Hill
Bachelor of Arts, International Studies
Wharton School, University of Pennsylvania
Certified Investment Management Analyst?, Financial Strategies
SKILLS
ABOUT LISA MCINTIRE SHAW
I am a native Charlottean and the founding partner of Cygnus Asset Management, LLC.…
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