Shane Cummings (AIF®, CFP®, MBA)
Shane is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove. As Director of Operations, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data. As Wealth Advisor, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments
Shane oversees the technology infrastructure of the firm, managing HH’s financial data systems to keep them running smoothly and securely. He interfaces with custodians and technology providers to acquire and implement best-of-breed technology and processes. Shane joined Halbert Hargrove in 2006, and was promoted to HH’s management team in 2012.
Shane says he relishes being challenged with new projects and issues from day to day: “The job is never static. It gives me lots of opportunities to hone new skills and find new solutions for our clients.”
Previously, Shane was a mortgage associate at Argent Mortgage Company. His responsibilities there included setting up new loan accounts, processing property appraisals, researching tax and title information, and providing support to account managers.
Shane received his Bachelor of Arts degree in Communication from UC San Diego in 2003 and his MBA from Chapman University in 2007. He earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a CERTIFIED FINANCIAL PLANNER™ professional.
He met his wife Gillian while studying in Scotland. At the top of his list of favorite pursuits is spending time with Gillian and their young daughter, exposing her to new places and experiences.
NAPFA Start Date
January 23, 2020