![Chris Shea](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chris Shea
Direttore degli Investimenti presso WealthSource Partners LLC
Profilo
Mr. Christopher M.
Shea, CFA, is a Chief Investment Officer at WealthSource Partners LLC.
His career in the investment management industry has covered a diverse landscape from security research to portfolio construction consulting to investment product development and to portfolio management.
Prior to joining WealthSource, Mr. Shea co-founded CataMetrics Management – a firm focused on providing investment advisors with an integrated investment solution that pairs investment strategies with sales and on-going communication tools.
Prior to co-founding CataMetrics, he served as the Chief Investment Officer for US Wealth Management where he developed multiple client-centered, risk-managed investment strategies and, prior to that, served as a Vice President at Goldman Sachs where he consulted with RIAs and broker-dealers to help them improve the efficiency of their investment strategies through portfolio analysis and recommendation of securities.
He received his BA in Economics from the University of Massachusetts.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society New York.
Posizioni attive di Chris Shea
Società | Posizione | Inizio |
---|---|---|
WealthSource Partners LLC
![]() WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Direttore degli Investimenti | 01/05/2019 |
Formazione di Chris Shea
University of Massachusetts | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
WealthSource Partners LLC
![]() WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Finance |
- Borsa valori
- Insiders
- Chris Shea