Shea Gordon

Gordon Private Wealth is a wealth management company created to serve families, executive leaders, athletes, and business owners who have accumulated wealth through either a lifetime of working hard or through a sudden "wealth event" - like the receipt of an inheritance or the sale of an asset like a large real estate position, concentrated stock holdings, or a family-owned business. Most of the private wealth clients that I have worked with during my twenty years of professional experience have net worths between $500,000 and $50 million or more. My leadership roles have included the following: • Private Wealth Advisor - I have managed the wealth of affluent and high net worth clients while employed at some of the most recognizable private wealth management firms on Wall Street, including Sanford Bernstein, Goldman Sachs, and U.S. Trust / Bank of America Private Wealth Management. • Alternative Investment Executive - I have led teams and coached hundreds of financial advisors on how to integrate institutional alternative investments into portfolios for individual clients, including private real estate investments managed by world-renowned developers like Hines and private credit investments managed by alternative investment specialists like Blackstone. • Private Attorney - I have represented individual investors and financial advisors as a private attorney practicing law in Southern California at Freeman, Freeman & Smiley LLP. • Industry Regulator - I have protected individual investors as a member of the enforcement division of the National Association of Securities Dealers, which later became FINRA (http://www.finra.org/), a governmental agency that currently regulates the investment industry.