Managing Director Global Head of Financial Advisor Channel
Shaun Wurzbach, Managing Director at S&P Dow Jones Indices (S&P DJI), is responsible for financial advisor channel management globally. The financial advisor channel focuses on increasing financial advisors’ awareness of and preference for index-based solutions.
Shaun joined S&P DJI in 2007 as head of the program management office, where his goal was to improve operational efficiency, new index design, and costing procedures, and to link effective change management to S&P DJI’s index calculation engines. Shaun was then asked to lead the New York and London-based index calculation teams in 2008, culminating in a reorganizational effort that resulted in a combined international index analysis and production group.
Prior to joining S&P DJI, Shaun was a U.S. Army officer with over 20 years of active duty service, including combat operations as a reconnaissance platoon leader in Desert Shield and Desert Storm. Shaun was awarded the Bronze Star Medal and the Legion of Merit.
Shaun has a master’s degree from the University of Chicago Booth School of Business and a bachelor’s degree from The United States Military Academy at West Point. Shaun is Co-President of VALOR (Veterans and Leaders for Organizational Results), an S&P Global employee resources group.