Panteles Advisors provides single family office investment, planning, and strategy related services to a select number of families.
Panteles Advisors was built to serve a select number of families utilizing the single family office experience of our Founders. We help families manage the entirety of their wealth by giving them access to our investment office and serving as an advisor through all areas of investment, tax strategy, estate planning, business succession and capitalization, generational wealth transfer, and overall family mission. All of this is done on a bespoke, hand-tailored approach for each family.
Our partner families gain access to our exclusive network of family offices, private investment opportunities, lending institutions, money managers, investment bankers, insurance companies, attorneys, and numerous service providers that have been established over many years of operating in the financial and business community. Additionally, our team of analysts and accountants provide investment and administrative support to our families.
Stephen Shannon
Co-Founder / Principal
Mr. Shannon has spent over 25 years investing, learning, and stewarding capital across numerous markets and landscapes with his own equity an on behalf of some of the most prominent families and institutions.
His experience as an investor, business operator, and entrepreneur informs investment decisions, management selection, practical tax and legal planning, and a full balance sheet approach to financial management.
Prior to founding successful companies focused on commercial real estate, private equity, and energy, Mr. Shannon worked for the Denkmann Family Office, the Canale Family Office, and Capital Institutional Services.
He serves on the Board of the Community Foundation of North Texas and is engaged in numerous civic and philanthropic organizations.
Mr. Shannon studied Forestry at Yale University and Business and Geology at Southern Methodist University.
Aaron Junk
Co-Founder / Principal
Aaron Junk is a Partner and serves as Chief Compliance Officer for Panteles Advisors, LLC. He has worked in the financial services industry since 1997, with more than two decades of experience advising institutional advisory firms, bank trust departments, and multi-family offices. Prior to co-founding Panteles Advisors, Aaron held senior roles with J.P. Morgan Asset Management, Hartford Funds, and Rydex Investments, and began his career with Travelers Group and Thomson Financial.
Aaron earned a B.S. in Management from Maryville University and holds the Certified Investment Management Analyst (CIMA) designation from The Wharton School, University of Pennsylvania – Investments & Wealth Institute. He also served in the United States Marine Corps.
In addition to his professional responsibilities, Aaron has served in leadership positions for various organizations, including eight years on the Board of the University of North Texas Foundation and his current role on the Leadership Council of Argyle Community Church. He lives in Argyle, Texas, with his wife and their three children.