![Chris Shea](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chris Shea
Director de Inversiones en WealthSource Partners LLC .
Cargos activos de Chris Shea
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
WealthSource Partners LLC
![]() WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Director de Inversiones | 01/05/2019 | - |
Historial de carrera de Chris Shea
Formación de Chris Shea.
University of Massachusetts | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Chief Investment Officer | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
---|---|
WealthSource Partners LLC
![]() WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Finance |
- Bolsa de valores
- Insiders
- Chris Shea
- Experiencia