2020 Investment Advisor Forum

This is the industry’s premier portfolio management conference. This 2-day event is the gathering place for 600+ advisors. Learn advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Sterling Shea, Global Head of Wealth and Asset Management

Dow Jones

Sterling Shea is the Global Head of Wealth and Asset Management at Dow Jones. He has led Barron’s advisor initiatives since the publication began ranking America’s top financial advisors over 10 years ago. Among his responsibilities, Mr. Shea oversees Barron’s advisor-related activities including content, conferences, and programs geared toward elite practitioners spanning the independent, consultant, and national full-service channels. He initiated Barron’s entry into the advisory field in 2004. Mr. Shea has been with Barron’s since 1997 in various management capacities. He is a graduate of Boston College and in 2015 he completed the graduate PLD business program at Harvard Business School. He also sits on the board of Invest in Others, an organization that recognizes and honors advisors who give back in their community.