Meet the Team
Barbara Shegog, CFA, CPA
Partner, BAS Capital Management, LLC.
Barbara brings decades of experience in investment management, economics, and business.
Numbers are Music to Barbara’s Ears
For such a numbers person, you would think Barbara would be an extreme introvert. Not even close. In fact, her dream connection would be Justin Timberlake. “Maybe because his best friend is Jimmy Fallon, or maybe because he is an amazing entertainer and just makes people smile with his songs–you know you can’t stop the feeling,” shared Barbara.
Barbara enjoys meeting new people and working with clients on financial planning allows her to do that every day. She’s also very empathetic; people often share their stories with her, an essential component in understanding clients, their motivations, and their goals. Barbara describes it as, “the uncanny ability to figure out what people need without ever asking them.” Barbara believes that having financial confidence allows all the pieces of one’s life to fall into place.
On the flip side, Barbara describes herself as incredibly trusting and fair which, she feels, isn’t easy to be in what can be a very unfair world. Barbara believes one person can make a difference, especially in the lives of others.
Bringing Financial Confidence to Clients
When Jimmy and Justin decide to have Barbara on the Tonight Show, she thought they should know the serious side of her, too. Barbara has worked in investment management and consulting for twenty-five years. Her most recent experience is working as a consultant for Squam Lakes Financial Advisors, providing clients with comprehensive financial planning. Every client brings a unique situation, and Barbara loves both the challenge and bringing financial confidence to clients with every plan.
Barbara earned a Master of Business Administration from Boston University and graduated from Lafayette College with a bachelor’s degree in economics and business. She is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). Her previous professional experience includes working in investment management as a relationship manager for Arrowstreet Capital and for State Street Global Advisors managing their Corporate Cash Investment Management Group. Barbara has previously facilitated peer networking groups for Treasury professionals. Barbara is principal of BAS Capital Management, which she started in 2020 to help people manage change and build financial confidence.
When not attached to her computer analyzing data, writing blogs, or studying tax codes, Barbara can be found on the tennis court or walking her rescue dog, two of her biggest passions besides spending time with her family.
Squam Lakes Financial Advisors
Led by the needs of his clients, Bob Maloney developed the firm’s expertise in Retirement and Comprehensive Financial Planning.
Committed to Clients and the Local Community
Bob Maloney has long been a proponent of fee-only financial planning and was a founding member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association of fee-only financial advisors. He served for three years as president and director of the Northeast Mid-Atlantic Region of NAPFA and led a committee to develop NAPFA University for the continuing education of fee-only financial advisors and planners.
In 2011, Bob received NAPFA’s prestigious Robert J. Underwood Distinguished Service Award. In 2013, he was recognized as one of the “30 Most Influential People” for meritorious service to NAPFA and the fee-only financial planning community.
In the 14 years prior to founding Squam Lakes Financial Advisors, LLC, Bob administered estates, trusts, and developed new business for bank trust departments. He was awarded the Master of Science Degree in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania, and had his undergraduate studies at Siena College in Loudonville, NY. Bob holds the Accredited Estate Planner certification from the National Association of Estate Planning & Councils, a leading organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards for the practice.
Recognized Among the Best Financial Advisors in the Country
Bob has been recognized by Money and Worth Magazines as one of the best financial advisors in the country. Medical Economics also recognized Bob as one of the best financial planners in the country for doctors.
Financial writers have often sought Bob’s expertise in areas of personal finance. He has been quoted in the Wall Street Journal, Investment Advisor, Medical Economics, Physicians Personal Advisory, and Money Magazine. Bob was also featured in Financial Planner magazine for his work as a financial advisor to women.
For More Information on Squam Lakes Advisors (click here) Fee-Only Financial Advisor in the Lakes Region NH (squamlakesfinancial.com)
Let Us Get Started on Your Plan
Allow our premier group of financial experts to assist you by creating a personalized financial plan to achieve your goals and needs.