Shawn Paulk oversees establishment and direction of all distribution channels for the Knowledge Leaders investment products. He brings to the firm more than 22 years of experience in the financial advisor community. Before joining the firm, Shawn was founder and CEO of Bonefish Advisor Strategies, a company dedicated to bringing unique alternative investments to financial advisors in the US. Previously, he served at TIAA-CREF Asset Management, most recently as managing director and head of financial advisor distribution.
Shawn holds a bachelor’s degree in leadership from Southwestern Oklahoma State University. He is series 7, 24 and 63 registered and a member of the Financial Planning Association.