Colin Arthur Shepherd
Portefeuillebeheerder-Aandelen bij CorePath Wealth Partners LLC
Profiel
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.
Actieve functies van Colin Arthur Shepherd
| Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Opleiding van Colin Arthur Shepherd
| University of Arizona | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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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 |
