Contact
25+
Years of
Experience
Jeffrey Shipley
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Jeffrey Shipley

Head of Strategic Growth, Board Member

Jeffrey Shipley linkedin page

813-934-6246

Responsibility

As a Board Member, Jeff works with the Fidelis Leadership Team on issues of governance, strategy, product delivery and sustained growth for the firm.

Prior
Positions

  • Founder & President of Private Wealth Asset Management (2021)
  • Partner at Lumina Consulting
  • 10 years at Wells Fargo as Executive Vice President and Senior Managing Director
  • 5 years at Northern Trust as a Managing Director
  • 10 years at Bank of America as a Market Executive

Credentials

  • BA, Psychology and Economics from Texas A&M University

Personal
Profile

  • Board Directors for Houston Methodist Hospital
  • Chairman of the Board of the Cynthia Woods Mitchell Pavilion
  • Advisory Director at Texas Children’s Cancer Center
  • Chairman of the Board for Interfaith of The Woodlands
  • Director/Finance Chair for The Woodlands United Methodist Church

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