Blane Shea
Director Ejecutivo en Horizon Family Wealth, Inc. .
Cargos activos de Blane Shea
Empresas | Cargo | Inicio | Fin |
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Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Director Ejecutivo | 01/09/2021 | - |
Oficial de Cumplimiento | 01/09/2021 | - | |
Gestor de Cartera-Acciones | 01/09/2021 | - |
Historial de carrera de Blane Shea
Antiguos cargos conocidos de Blane Shea.
Empresas | Cargo | Inicio | Fin |
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Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Fundador | 01/10/2013 | 01/09/2021 |
Miembro del Comité de Inversión | 01/10/2013 | 01/09/2021 | |
Gestor de Cartera-Acciones | 01/10/2013 | 01/09/2021 | |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Corporate Officer/Principal | 01/01/2004 | 01/10/2013 |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Corporate Officer/Principal | 01/03/1999 | 01/03/2004 |
Formación de Blane Shea.
University of Lynchburg | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Finance |
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Finance |
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