As the Vice President of Mergers and Acquisitions, Shawn Paulk helps grow Moneta’s national footprint by advancing and accelerating Moneta’s M&A process.
Before joining Moneta, Shawn served more than 20 combined years as the Head of Advisor Distribution at TIAA and Knowledge Leaders Capital, where he developed an extensive network of advisor relationships.
Shawn earned his bachelor’s degree in leadership with a minor in business from Southwestern Oklahoma State University.
Shawn lives in Charlotte, NC, where he is active in the Providence Day School community and enjoys spending time with family and friends. He also loves to golf, fly fish, travel, read, and binge cooking shows. Shawn has been married for 25 years; his son attends college in New York City.
