Shawn Harris, CFP®
Senior Managing Director
Senior Vice President
Denver, CO
About Shawn Harris, CFP®
Shawn is the Sr. Managing Director of Private Capital Management (PCM). Shawn's primary role is leading the Financial Advisors, Service team and Portfolio Managers. Shawn also serves as a member of PCM's investment committee. Shawn brings 20 years of Financial Services experience as both a Financial Advisor and a leader of Advisory Teams.
Shawn is a passionate Client advocate and understands the importance of putting clients' goals and concerns at the center of all planning and investment activities. Shawn believes in under-promising and over-delivering to help clients achieve financial peace of mind.
Shawn received his Bachelor of Arts from Ithaca College and a master's in business administration from the University of Denver, Daniels College of Business with dual specializations in Organizational Training and Development and Finance. Shawn is a Certified Financial Planner® professional.
Outside of work Shawn supports Financial Literacy efforts through Junior Achievement. Shawn also enjoys spending time outside in the mountains with his wife Janine, often with the aid of a bicycle or a set of skis.
Shawn is a passionate Client advocate and understands the importance of putting clients' goals and concerns at the center of all planning and investment activities. Shawn believes in under-promising and over-delivering to help clients achieve financial peace of mind.
Shawn received his Bachelor of Arts from Ithaca College and a master's in business administration from the University of Denver, Daniels College of Business with dual specializations in Organizational Training and Development and Finance. Shawn is a Certified Financial Planner® professional.
Outside of work Shawn supports Financial Literacy efforts through Junior Achievement. Shawn also enjoys spending time outside in the mountains with his wife Janine, often with the aid of a bicycle or a set of skis.
Private Capital Management (PCM) is a trade name (doing business as) of SouthState Private Capital Management LLC (SSPCM). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SSPCM's current written disclosure Form ADV Brochure and Form CRS containing important information about SSPCM's business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PCM is engaged, or continues to be engaged, to provide investment advisory services. Products and services offered by SSPCM are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
Certifications
- Certified Financial Planner (CFP)®
Education
- BA - Ithaca College
- MBA from the University of Denver - Daniels College of Business
