Shane DeVincenzo Alternative Investment Operations Analyst
Shane DeVincenzo brings a unique combination of athletic discipline and financial expertise to his role at Opal Wealth Advisors. As Opal’s Alternative Investment Operations Analyst, he manages the complex operational details behind private investments and alternative strategies, ensuring clients experience seamless portfolio management with complete transparency.
What drives me most is helping our clients succeed while growing alongside this incredible firm. Opal’s trajectory matches exactly where I want to build my career—supporting people through expert operational execution.
Shane’s background spans hedge funds, endowments, and institutional investment operations, giving him a comprehensive view of how alternative investments function across different environments. He focuses on accuracy, efficiency, and continuous process improvement to deliver reliable, tax-aware portfolio solutions that keep clients aligned with their long-term financial goals.
Shane’s served in various operational roles at Cerberus Capital Management and Edgehill Endowment Partners, where he gained hands-on experience with trade support of financial derivatives, client performance reporting, and improving documentation efficiency. His analytical approach stems from his academic background, having earned both a Bachelor of Science in Finance (with minors in Business Analytics and Mathematics) and an MBA with a concentration in Finance.
Beyond the office, Shane comes from a family of accomplished wrestlers. His father competed at SUNY Cortland, while his older brothers Matteo and Tristin wrestled at Princeton and the University of Pennsylvania, respectively. Shane channeled his competitive drive into Division I golf at Fairfield University, where he also served as a graduate assistant coach. His personal interests include collecting genuine leather goods, cooking, and fitness. Shane’s leadership experience and authentic personality help him connect naturally with colleagues and clients alike.
Our Team
Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal
Lee Korn, CPWA®
Financial Advisor, Principal
Joseph N. Filosa, CFP®, CLU®
Financial Advisor, Principal
Chris Clasen, CFA®
Chief Operating Officer
Kayla Kennelly
Chief Growth Officer
Jamie Bruno
Chief Compliance Officer
Matthew Krouse, CFP®, RLP®, AAMS®
Financial Advisor
Gino Carollo
Financial Advisor
Katherine M. Dean, CFP®
Financial Advisor
Chelsea Barrows, CFP®, AIF®
Financial Advisor
Jonah Blumenthal, JD
Financial Advisor
Daniel Gibbons, CIMA®, FPQP™
Associate Financial Advisor
Tiffany Melendez
Relationship Manager
Christine Ketcham
Relationship Manager
Eugenia Kalaitzidis
Senior Client Service Associate
Christine Nardella
Client Service Associate
Taylor De Stefani
Client Service Associate
Kristopher Krauss
Client Service Associate
Brittany Siemer
Marketing Manager
Schedule a Call with
Shane DeVincenzo