Profil
Mr. Colin A. Shepherd was previously employed as a Wealth Advisor by CorePath Wealth Partners LLC.
He received his undergraduate degree from the University of Arizona.
Anciens postes connus de Colin Arthur Shepherd
| Sociétés | Poste | Fin |
|---|---|---|
CorePath Wealth Partners LLC
CorePath Wealth Partners LLC Investment ManagersFinance CorePath creates and manages a diversified investment portfolio that aligns with their client’s financial goals, risk tolerance, and time horizon. The firm employs a time tested, transparent, fiduciary-level investment philosophy that puts the individual client and their objectives at the center of the investment portfolio. | Gestionnaire de Portefeuille-Actions | 01/03/2024 |
Formation de Colin Arthur Shepherd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CorePath Wealth Partners LLC
CorePath Wealth Partners LLC Investment ManagersFinance CorePath creates and manages a diversified investment portfolio that aligns with their client’s financial goals, risk tolerance, and time horizon. The firm employs a time tested, transparent, fiduciary-level investment philosophy that puts the individual client and their objectives at the center of the investment portfolio. | Finance |
















