Chris Shea
Chief Investment Officer bei WealthSource Partners LLC
Aktive Positionen von Chris Shea
Unternehmen | Position | Beginn | Ende |
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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. | Chief Investment Officer | 01.05.2019 | - |
Karriereverlauf von Chris Shea
Ausbildung von Chris Shea
University of Massachusetts | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Investment Officer | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 2 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |
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