![Mark Shone](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mark William Shone was the founder and had held the position of President at Shone Asset Management LLC from 2005 to 2021.
Shone Asset Management LLC was founded in 2005.
Mr. Shone obtained an undergraduate degree from California State University-Sacramento in 1988.
Eerdere bekende functies van Mark Shone
| Bedrijven | Functie | Einde |
|---|---|---|
Shone Asset Management LLC
 Shone Asset Management LLC Investment ManagersFinance Shone Wealth Management analyzes a client's goals, objectives and risk profile, to develop a portfolio using a strategic asset allocation process which employs the Modern Portfolio Theory approach. Portfolios are implemented with products that keep in mind both expenses and tax efficiency (when used in a taxable account). Exchange traded funds, mutual funds and individual bonds are the primary investment vehicles used in client portfolios. | Algemeen Directeur | 01-05-2021 |
Opleiding van Mark Shone
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| Bedrijven in privébezit | 2 |
|---|---|
California State University-Sacramento
 California State University-Sacramento Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shone Asset Management LLC
Shone Asset Management LLC Investment ManagersFinance Shone Wealth Management analyzes a client's goals, objectives and risk profile, to develop a portfolio using a strategic asset allocation process which employs the Modern Portfolio Theory approach. Portfolios are implemented with products that keep in mind both expenses and tax efficiency (when used in a taxable account). Exchange traded funds, mutual funds and individual bonds are the primary investment vehicles used in client portfolios. | Finance |
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