Henry founded Blackshire Wealth Management to flip the script on traditional financial advice. He started his career at Wilmington Trust and J.P. Morgan, then spent over a decade in tech as VP at SAP and Head of North American Customer Success at a Core Banking startup, advising C-level executives at some of the nation's largest companies. He brought all of that back to where it matters most: helping real families build real financial security.
Outside the office: You'll find Henry at a local Cars and Coffee or outdoors in Kennett Square with his wife Alison, daughters Caroline and Anna, and their dog Junebug.
MBA, Finance · University of Delaware
BSBA, Finance · University of Delaware
Ron brings over 25 years of institutional investment experience to Blackshire. Before joining, he spent his career at major asset management firms, building and managing portfolios for some of the most sophisticated institutional investors in the world. Now he brings that same rigor to individual families.
BBA (Finance & Real Estate, with honors) · Kent State University
Beta Gamma Sigma Honor Society Inductee
Ken leads day-to-day portfolio management and manager research. Holding both the CFA charter and CFP® designation, he brings investment depth and financial planning breadth to every decision. His career spans Bear Stearns, Lincoln Financial, Willis Towers Watson, and Sightline Investments.
MS, Taxation · Villanova University
BA · University of Michigan–Ann Arbor
Jim brings over 20 years of compliance, risk management, and operations experience in both Broker-Dealer and RIA environments. He ensures Blackshire operates with full transparency and in strict accordance with SEC regulatory requirements, so our clients can trust every recommendation we make.
FINRA Series 6, 7, 24, 51, 53, 63 & 66
Shantese leads marketing and communications. A Certified Digital Marketing Professional and PCM® designee, she's built campaigns across financial services, fine arts, and digital media.
AAS, Paralegal Studies · Bryant & Stratton College
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