Shaun Patel is responsible for marketing Research Affiliates’ suite of products to the largest institutional clients across various channels including public funds, corporations, Taft-Hartley, and RIAs. In addition, he is responsible for communicating to institutional investment consultants about the firm's products.
Prior to joining Research Affiliates, Shaun was an assistant vice president at Delaware Investments, where he built an institutional presence in the central United States by developing relationships with plan sponsors and investment consultants. Prior to that, he was a senior associate at Lincoln Financial Group developing and implementing sales and client service strategies to retain a legacy book of group variable annuity retirement business. Shaun began his career as a member of Lincoln Financial Group’s Professional Development Program.
Shaun received a BS in organizational communication and business institutions from Northwestern University. He is also a Certified Investment Management Analyst.