Tim Vanech

Directeur Général chez Shorepoint Capital Partners LLC

Profil

Mr. Timothy G.
Vanech is a Managing Director & Co-Founder at Shorepoint Capital Partners LLC.
He co-founded the firm in 2009 and has over 25 years of financial services experience.
He works with individuals and families to develop goals-based wealth management plans and customized investment strategies designed to achieve their long-term objectives.
He also advises corporate and nonprofit clients on their 401(k), defined benefit and other retirement plans.
Prior to this, he worked as an independent financial advisor for over 15 years.
He previously worked as a financial advisor for both Morgan Stanley and S.G.
Cowen.
He has been recognized as a Five Star Wealth Manager by Boston Magazine and Five Star Professional for seven consecutive years.
Mr. Vanech graduated cum laude from Harvard College.
He served as a Head Teaching Fellow at Harvard University and earned Certificates of Distinction in Teaching consecutively for all three years.

Postes actifs de Tim Vanech

Sociétés	Poste	Début
Shorepoint Capital Partners LLC	Directeur Général	01/10/2009

Formation de Tim Vanech

Harvard College

Undergraduate Degree