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Shane Dunican

Advisor

CFP®, EA

As a Client Service Manager for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals.

Prior to joining the Moneta Advisory Services team, Shane earned a BSBA in Business Economics from the Eller School of Management at the University of Arizona. He also completed a minor in Personal and Family Financial Planning as one of the University’s first students to take courses in this subject.

Shane grew up in the San Francisco Bay Area, but now resides in Denver. Outside of work, he enjoys spending time with family and friends and getting outdoors to explore the Rockies. You can find him running, skiing, mountain biking or enjoying everything else that Colorado has to offer.

  • CERTIFIED FINANCIAL PLANNER®

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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