Shea Saferite

Shea Saferite serves as an Associate Investment Analyst at Redwood Investment Management, LLC in Scottsdale, Arizona, where he contributes to research, portfolio analysis, and implementation of risk-managed investment strategies aimed at supporting financial advisors. In this role, Shea works closely on manager research and portfolio performance enhancement, with a particular focus on engineered risk-budgeted portfolios that help clients achieve optimal risk-adjusted returns. His work supports the firm's efforts in delivering innovative solutions tailored to client risk profiles and investment goals.

Shea’s investment coverage centers on risk-budgeted, multi-asset portfolios, including public equities, fixed income, and alternative investments aligned with Redwood’s focus on institutional solutions for financial advisors. Through his current responsibilities, he assists in identifying strategies within equities, fixed income, and private markets, leveraging analytical tools to deliver superior risk-adjusted outcomes while contributing to manager selection and ongoing due diligence.

Prior to joining Redwood Investment Management, Shea gained experience as an Operations and Financial Planning Intern at Financial Planning First LLC and worked in investor services at Charles Schwab, enhancing his practical skills in client engagement and operational support. He holds a Master of Science in Finance specializing in Investment Management and a Bachelor of Science in Business Administration with majors in Finance and Entrepreneurship, both from the University of Arizona, Eller College of Management. His advanced analytical training and intern experience provide a robust foundation for his expertise in portfolio analysis, manager research, and institutional investment solutions.