Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
Meet Our Leadership Team
Who We Are
Shearwater Capital was founded in 1999 by two physicians who were MBA classmates and faculty members at the Washington University School of Medicine. Our vision in founding Shearwater Capital was to take the best ideas from the world of academic finance and apply them in a practical manner to personal investing and portfolio management, and to provide our services at a reasonable cost. We continue to maintain an unwavering commitment to this vision.
Initially, our investment management services were offered to friends, family members and a few local physicians. Our high quality of services has resulted in rapid growth of assets under management. Shearwater Capital is now a thriving investment advisory firm serving physicians and their families throughout the United States.
Shearwater Capital is dedicated to helping you and your family attain financial security using a scientific, evidence-based approach.
Founded in 1999, we have a history of putting financial science to work building investment portfolios tailored to our clients’ specific needs. The assets we manage represent the sacrifice and dreams that you have entrusted to us. Our stewardship of these assets is a responsibility we take very seriously.
A fiduciary duty:
As a fiduciary financial advisory firm, we have a legal responsibility and moral obligation to put your interests first in everything we do.
Our Form ADV, parts 1 and 2 can be viewed online on the SEC website by clicking here. Click on “Firm” and search for Shearwater Capital.
Jeffrey J. Brown
Principal
Chief Investment Officer
MD MBA CFA CFP®
Jeff co-founded Shearwater Capital in 1999 while in the Executive MBA program at Washington University. Jeff serves as Chief Investment Officer for the company and oversees client support. He is a Chartered Financial Analyst and a member of the CFA Society of St. Louis. Jeff received an MBA from Washington University in St. Louis (Beta Gamma Sigma Honor Society). He also holds the mark of CERTIFIED FINANCIAL PLANNER. Jeff is a memeber of the Fee-Only Network and the National Associate of Personal Financial Advisors (NAPFA),
In addition to his duties at Shearwater Capital, Jeff serves as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine. He earned his undergraduate degree at the University of California, Irvine and his medical degree from the University of California, San Diego. Jeff has been named one of St. Louis' Top Doctors every year from 2011 to 2020 in St. Louis Magazine.
TM
Eric S. Malden
Principal
MD MBA
Eric co-founded Shearwater Capital in 1999 while in the Executive MBA program at Washington University. Eric oversees administration and operations for the company. Eric received his MBA from Washington University in St. Louis (Beta Gamma Sigma Honor Society). In addition to serving as Co-Principal at Shearwater Capital, Eric is a radiologist. He holds a B.A. from the University of Rochester (Phi Beta Kappa Honor Society) and M.D. from Washington University (Alpha Omega Alpha Honor Society). Eric previously served an Assistant Professor of Radiology and General Surgery at Washington University in St. Louis. Eric has been named one of Denver's Top Doctors in 5280 Magazine 14 times since 2005.
Jared A. Meese
Chief Compliance Officer
MBA
Jared is the Chief Compliance Officer for Shearwater Capital. Jared has an MBA with an emphasis in Finance, from Webster University. He received his undergraduate degree from Eastern Illinois University. Jared previously was an Investment Representative with Edward Jones, and has served in various compliance related positions in government and private industry.