Robert Shy

Vice President, Investments

Direct: 615.687.2675



A native of Memphis, Tennessee, Robert Shy is a graduate of Southern Methodist University where he earned a Bachelors of Business Administration. He brings over thirty (30) years of successful experience in his role as a Vice President, Investments of The Strategic Alliance Group of Raymond James. His experience covers the gamut of investments, from institutional, U.S. Government and corporate bond trading to hedge funds including managed futures and direct private equity investments. Mr. Shy has also earned the Accredited Investment Fiduciary (AIF®) and the Accredited Wealth Management Advisor (AWMA®) designations.

Robert moved to Nashville in late 1989 and married a native Nashvillian, Martha P'Pool. They have two lovely girls, Charlotte and Genevieve. He is a prior member of the United Way Senate Society, a volunteer with Project Healing Waters, a current member of First Presbyterian Church and Belle Meade Country Club. He is an avid outdoors-man enjoying fly fishing, hunting and the occasional round of golf.

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough training of knowledge and ability to apply fiduciary best practices and Standards of Care. AIF designees have a duty to implement prudent processes into their own investment practices and assist others in implementing proper policies and procedures. Neither Raymond James, nor its representatives, will act in a fiduciary capacity when no legal obligation exists.