Colin Arthur Shepherd
Gestionnaire de Portefeuille-Actions chez CorePath Wealth Partners LLC
Profil
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.
Postes actifs de Colin Arthur Shepherd
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
Formation de Colin Arthur Shepherd
| University of Arizona | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
