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Bob Shea
Direttore degli Investimenti presso Dynasty Wealth Management LLC
Posizioni attive di Bob Shea
Società | Posizione | Inizio | Fine |
---|---|---|---|
Dynasty Wealth Management LLC
![]() Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Direttore degli Investimenti | 01/11/2022 | - |
Gestore di Portafoglio-Azioni | 01/11/2022 | - |
Storia della carriera di Bob Shea
Precedenti posizioni note di Bob Shea
Società | Posizione | Inizio | Fine |
---|---|---|---|
FCF Advisors LLC
![]() FCF Advisors LLC Investment ManagersFinance FCF Advisors LLC (FCF) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Biderman as TrimTabs Asset Management LLC in 2011. They are a subsidiary of Sausalito Partners LLC. FCF provides discretionary investment advice to exchange-traded funds and separately managed accounts. | Amministratore Delegato | 01/01/2020 | 01/11/2022 |
Direttore degli Investimenti | 01/01/2020 | 01/11/2022 | |
Gestore di Portafoglio-Azioni | 01/01/2020 | 01/11/2022 | |
Donoghue Forlines LLC
![]() Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines LLC is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by William Donoghue in 1986 as W.E. Donoghue & Co. LLC (WEDCO). In 2017, WEDCO acquired JAForlines Global and rebranded in 2020 to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm. Donoghue Forlines offers a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives. | Head-Equity Investments | - | 01/01/2020 |
Gestore di Portafoglio-Azioni | - | 01/01/2020 | |
Presidente | - | 01/01/2020 | |
J.A. Forlines LLC
![]() J.A. Forlines LLC Investment ManagersFinance J.A. Forlines LLC provides investment advice. The company is based in Locust Valley, NY. The company was founded in 2009 by John Arthur Forlines. J.A. Forlines was acquired by Donoghue Forlines LLC on December 29, 2017. | Amministratore Delegato | 05/09/2017 | - |
Membro del Comitato di Investimento | 05/09/2017 | - | |
Tegean Capital Management LLC
![]() Tegean Capital Management LLC Investment ManagersFinance Tegean Capital Management LLC is a privately owned alternative investment management firm headquartered in New York City. The firm was founded by Thomas Maheras in 2008. Tegean provides advisory services on a discretionary basis to private pooled investment vehicles intended for sophisticated investors and institutional investors. | Corporate Officer/Principal | - | - |
American Independence Financial Services LLC
![]() American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Gestore di Portafoglio-Azioni | 01/01/2013 | - |
Formazione di Bob Shea
St. John's University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 4 |
Chief Executive Officer | 2 |
Chief Investment Officer | 2 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
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American Independence Financial Services LLC
![]() American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Finance |
Tegean Capital Management LLC
![]() Tegean Capital Management LLC Investment ManagersFinance Tegean Capital Management LLC is a privately owned alternative investment management firm headquartered in New York City. The firm was founded by Thomas Maheras in 2008. Tegean provides advisory services on a discretionary basis to private pooled investment vehicles intended for sophisticated investors and institutional investors. | Finance |
J.A. Forlines LLC
![]() J.A. Forlines LLC Investment ManagersFinance J.A. Forlines LLC provides investment advice. The company is based in Locust Valley, NY. The company was founded in 2009 by John Arthur Forlines. J.A. Forlines was acquired by Donoghue Forlines LLC on December 29, 2017. | Finance |
FCF Advisors LLC
![]() FCF Advisors LLC Investment ManagersFinance FCF Advisors LLC (FCF) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Biderman as TrimTabs Asset Management LLC in 2011. They are a subsidiary of Sausalito Partners LLC. FCF provides discretionary investment advice to exchange-traded funds and separately managed accounts. | Finance |
Dynasty Wealth Management LLC
![]() Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Finance |
Donoghue Forlines LLC
![]() Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines LLC is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by William Donoghue in 1986 as W.E. Donoghue & Co. LLC (WEDCO). In 2017, WEDCO acquired JAForlines Global and rebranded in 2020 to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm. Donoghue Forlines offers a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives. | Finance |
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