Headshot_-_Shaun

Shaun C. Sagan

Chief Compliance Officer

Shaun C. Sagan is Chapel Hill Investment Analysts' Chief Compliance Officer. In this role, Shaun manages the firm's compliance program, as well as oversees Chapel Hill Investment Analysts' risk management, policy/procedures and ethics programs. He currently holds the Financial Paraplanner Qualified Professional™ designation and specializes in client relations at Chapel Hill Investment Analysts. 

A graduate of the Pennsylvania State University, Shaun joined Chapel Hill Investment Analysts in 2014 after working in the environmental consulting field for eight years, focusing on federal compliance. Raised in eastern Pennsylvania, Shaun developed an interest in and realized the importance of financial responsibility, prompting him to move across the state to join the firm. Shaun’s strong background in consulting and compliance has proven to make for a smooth transition to the financial services sector, where there is continued emphasis on maintaining healthy client relationships.

Outside of the office, Shaun enjoys being outdoors and spending time with his wife, Hannah; friends; family and their dogs, Myles and Gus.