Lisa McIntire Shaw, CFP®, CIMA®
Managing Partner, Investment Executive, RJFS
- 704.926.9800
- 704.926.9926
- lisa.shaw@cygnusam.com
Lisa Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds.
Lisa earned her CERTIFIED FINANCIAL PLANNER (CFP®) certification from the College of Financial Planning and her credentials as a Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania. She also holds a bachelor’s degree in international studies from the University of North Carolina, Chapel Hill.
A native Charlottean, Lisa is a member of the Financial Planning Association, the Investment Management Consultants Association and a dedicated volunteer for the American Cancer Society. Her personal interests include fly fishing, abstract painting and boating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.