Lionel Shaw began his career in financial services in 1991 at PaineWebber & Co. as a retail stock broker, went on to receive his MBA in 1997 from the Claremont Graduate School of Business (the Peter F. Drucker School), has worked for JPMorgan, Van Kasper & Co., Wells Fargo Advisors, Wells Fargo Bank, and embarked upon his entrepreneurial dream to found the “finanthropic” investment firm, Cáritas Advisors, in 2016.
He founded Cáritas (“Charity” in Latin) to provide a simple and sensible way to engage the client in the philanthropic process, convey a Socially Responsible Investing philosophy, and reinforce the necessity to focus not only on the private but also the public sector when it comes to capitalism and entrepreneurism. (Cáritas donates up to 10% of its fee revenue annually to the charities of its clients’ choice.)
He is President and Founder of the San Francisco based 501(c)3 non-profit, the EACH Foundation, is a director of Alta Plaza Preschool in San Francisco, past director and treasurer of Creative Growth Art Center, and served as pro bono financial advisor to the Wallace A. Gerbode Foundation ($74 million in assets) from 2004 – 2016. (His work for the Gerbode Foundation resulted in a significant settlement paid by Wells Fargo when upon the discovery that the Wells Fargo was not following proper investment policy covenants.)
Lionel holds the Series 7, 9, 10, and 65 series licenses from the Financial Industry Regulatory Authority (“FINRA”), earned his Certified Wealth Strategist (CWS) designation from Cannon Financial, and an MBA from Claremont College.
He earned his BA from Occidental College, was a four-time All-American NCAA Track & Field runner (800 and 1500 meters), SCIAC champion in Cross Country, and was inducted into Oxy’s Track & Hall of Fame. He’s on the top-10 list of fastest 800 meter runners at his college, and was a Track & Field sports writer for Occidental Magazine.
Lionel volunteers for community-based organizations, and runs the EACH Foundation, a group of 30 civic-minded volunteers who seek-out worthy public charities for which to grant donations at their discretion. Since its founding in 2016, EACH has granted-out over $5 million to more than 800 unique nonprofit organizations in the San Francisco Bay Area and Hawaii, democratizing philanthropy and sharing the gift of giving with everyday people.
He is past board Treasurer for Pets Unlimited (now the SPCA), grew up in San Francisco (Town School for Boys and St. Ignatius HS), is class agent for Berkshire School in Sheffield, MA, works in San Francisco, and enjoys mountain biking through China Camp nearby his home in Marin County.