![Blane Shea](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Blane Shea
Amministratore Delegato presso
Horizon Family Wealth, Inc.
Profilo
Mr. Blane Shea is a Managing Director at Horizon Family Wealth, Inc. He serves as one of the portfolio managers and the chief compliance officer of Horizon Family Wealth.
Mr. Shea also successfully co-created Riverpoint Wealth Management in 2013.
He graduated from the University of Lynchburg with a Bachelor of Arts in business.
Posizioni attive di Blane Shea
| Società | Posizione | Inizio |
|---|---|---|
Horizon Family Wealth, Inc.
 Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/09/2021 |
Precedenti posizioni note di Blane Shea
| Società | Posizione | Fine |
|---|---|---|
Riverpoint Wealth Management Holdings LLC
 Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients. | Fondatore | 01/09/2021 |
Shea Financial Group, Inc.
 Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | 01/10/2013 |
Raymond James & Associates, Inc. (Invt Mgmt)
 Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk. | Corporate Officer/Principal | 01/03/2004 |
Formazione di Blane Shea
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
9
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
University of Lynchburg
 University of Lynchburg Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk. | Finance |
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients. | Finance |
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice | Finance |
