Shawn Paulk

Senior Managing Director of Mergers and Acquisitions

As Senior Managing Director of Mergers and Acquisitions at Moneta, Shawn Paulk plays a key role in driving the firm’s strategic inorganic expansion. He is instrumental in accelerating the M&A process, fostering partnerships with like-minded advisors, and teams to expand Moneta’s national presence.

“Our focus isn’t on making as many deals as possible—it’s about making the right ones. The best partnerships are built on trust, transparency, and shared purpose, and that’s how we ensure our growth aligns with our values.”

With over 25 years of experience leading advisor distribution efforts at TIAA and Knowledge Leaders Capital, Shawn has built an expansive network and a reputation for developing trusted relationships. His leadership and industry experience help drive Moneta’s growth while preserving the firm’s unique culture.

Shawn resides in Charlotte, NC, where he is actively involved in the community and is a longtime supporter of Providence Day School and Greenhouse Scholars. Outside of work, Shawn enjoys golf, fly fishing, travel, and time with family.