Colin Arthur Shepherd
Gestore di Portafoglio-Azioni presso CorePath Wealth Partners LLC
Profilo
Mr. Colin A.
Shepherd is a Wealth Advisor at CorePath Wealth Partners LLC.
He has been working with the team for almost six years now.
He focuses on providing financial advice, guidance, and investment management to the firm's clients.
He received his undergraduate degree from the University of Arizona.
Posizioni attive di Colin Arthur Shepherd
| Società | Posizione | Inizio |
|---|---|---|
CorePath Wealth Partners LLC
 CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Gestore di Portafoglio-Azioni | 01/01/2019 |
Formazione di Colin Arthur Shepherd
| University of Arizona | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
CorePath Wealth Partners LLC
CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Finance |
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