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Shawn Foley

Wealth Portfolio Manager & Asset Manager 


Shawn has 25 years of experience in the financial services industry, including nearly 20 years in wealth management as a portfolio manager. He previously managed portfolios for Glens Falls National Bank, TD Bank, and The Bank of New York Mellon and has experience managing the accounts of high net-worth individuals, institutions, retirement plans, and non-profit organizations. Shawn began his career as a mutual fund accountant for Prudential Securities and holds a Bachelor’s degree in Accounting from Hofstra University, an MBA in Finance from New York University, and has earned the right to use the CFA designation.

Areas of Specialization:

Asset Management

Years of Experience:

25 years



25 Main Street
Lenox, MA 01240

Wealth Management