Colin Arthur Shepherd
Gestore di Portafoglio-Azioni presso CorePath Wealth Partners LLC
Posizioni attive di Colin Arthur Shepherd
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - |
Storia della carriera di Colin Arthur Shepherd
Formazione di Colin Arthur Shepherd
| University of Arizona | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
