Shane Fleury, CFA

CHIEF INVESTMENT OFFICER

Mr. Fleury is a founding member and the Chief Investment Officer at Elevate.  His primary focus is Portfolio Construction and Portfolio Management.

Mr. Fleury's career started in the mail room at Nationwide Financial and he earned his first securities license shortly after, in 2004. Prior to launching Elevate, he was the Director of Investments in private practice at Northwestern Mutual. 

In 2019, he was awarded the CFA® Charter which is internationally recognized as the highest distinction that the investment management profession has to offer.

Outside the office, you’ll find Mr. Fleury on the golf course, skiing, playing hockey and mountain biking.

Beyond that, he simply enjoys being outdoors (no matter the season) with his wife, daughter and dog. He leaves the 2 cats at home.