Kevin W. Shea, CFA

Chief Executive Officer, Portfolio Manager

Kevin W. Shea, CFA

Mr. Shea is CEO of Disciplined Alpha LLC. and has 25 years of investment experience. Previously he was the Director of Quantitative Research at Cadence Capital, responsible for implementing a regime-based approach across multiple products representing $5 bb. Mr. Shea has also held the positions of Portfolio Manager at Batterymarch where he managed $600 mm, and CIO and Founder of DA Capital where he grew the firm from $10 mm to $450 mm over four years. He has also been a Portfolio Manager at Invesco, responsible for $100 mm, and a Quantitative Analyst at John Hancock Funds. Mr. Shea holds a B.A. in Liberal Studies from the University of Notre Dame, an A.L.M. in Biology from Harvard University, and an M.B.A. in Finance and International Studies from Boston College. Mr. Shea co-teaches a Proseminar in Finance at MIT's Sloan School of Management. He is a member of the CFA Institute, and the Institute for Quantitative Finance, also known as the Q Group. He is also a member of the Financial Accounting Standard Board’s (FASB’s) Investor Advisor Committee (IAC). Mr. Shea has been quoted in numerous publications including aiCIO, Emerging Manager Monthly, Hedge Fund Alert, HFM Week, Institutional Investor, and WatersTechnology. He has spoken at numerous conferences in the U.S. and internationally sponsored by Allianz, Argyle Executive Forum, Battle of the Quants, Capital IQ, FactSet, HFM Week, International Quality & Productivity Center, Northfield and Sentiment Analysis Symposium.