Shawn Moreton, CFA
Founder - Leading with Equity
Shawn is an entrepreneur that has built his career on broad and deep expertise across industries and regions with a focus on developing people, efficiency, and success. He is a leadership coach, a diversity, equity and inclusion expert focusing on organizational, systemic and relationship dynamics and how they contribute to successes and failures. He is a CFA charterholder, and has lead global teams across several finance verticals from Investment Banking, Capital/Portfolio Management, Quantitative/Algorithmic modeling, Venture Capital and is very active in philanthropy.
He is the founder of Leading with Equity, where he has developed multiple innovative programs focusing on developing critical leadership skills/acumen through a social justice lens, building high performance teams, shaping and building legacy and community impact, and bringing disparate social groups together to work through and learn through real issues that face us all, breaking down societal and group barriers.
He is also a technology leader and technologist that has a deep experience in technology having lead teams and worked in Silicon Valley Tech, with a deep knowledge across all layers of the tech stack from the database, cloud tech platforms, building AI/LLM/predicitve models, developing APIs, data analytics, HFT/Investment banking/quantitative finance software, and networking. He also has advised digital advertising both as an economist and tech program director consultant.
He has done philanthropic work for orgs ranging from the arts, to political and social movements including board work at the C-Level, serving as a board director, and also working to build funding/coalitions to raise organizations and causes up, sometimes working with them through financial crisis to sustainability.
Shawn also is skilled as a pianist and educator, having played Rachmaninov 2nd Piano Concerto with Orchestra in New York City after getting his degree from a prominent Paris Conservatory while living and working in Paris.
Testimonials
“..very helpful in understanding the big picture and also the day to day and providing actionable advice. He transmits a very strong approach of positivity which has been instrumental in helping me bring on change. I would highly recommend his work.”
- Advertising Executive
“..thoughtful, and really helped me boost my confidence to believe in myself more which allowed me to be more aspirational in my career and relationships. I have made not only progress, but great progress. ”
- Finance Executive
“.. helped me with an important job transition,crafting solid actionable plans and preparation for the interview processes, while addressing personal issues that were preventing me from moving forward.”
- Investment Banking Executive