Shawn K. Eells, CFA
Shawn builds and manages tax-efficient equity and fixed income portfolios for Palisade clients. Before implementing a portfolio strategy, Shawn listens to the specific income, growth, and cashflow needs of each client to create a customized portfolio. Shawn also leads and supports client relationships by helping individuals and families analyze and simplify their financial situations.
Prior to joining Palisade, Shawn was a Director of Investment Management at UnitedHealth Group where he helped develop and implement investment strategies for equity and fixed income portfolios. He was also a member of the investment subcommittee for the company’s 401(k) and retirement plans. Earlier in his career, Shawn worked in a client-facing role at a national financial services firm.
Shawn holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Minnesota.
Shawn earned an MBA from the University of St. Thomas, Opus College of Business and a BS in Economics from the University of Minnesota, Twin Cities.