Clinton Sorenson
Chief Executive Officer at Wealthshield LLC
Profile
Clinton Wayne Sorenson currently works as a Managing Member at Wealthshield LLC.
Clinton Sorenson active positions
| Companies | Position | Start |
|---|---|---|
Wealthshield LLC
 Wealthshield LLC Investment ManagersFinance Wealthshield LLC is a third-party investment consultant that partners with independent advisors and RIAs to help them grow their business. The private company is based in Cary, NC. The company offers investment solutions and middle- and back-office support to approximately 29 wealth management firms in an OCIO capacity. The company also collaborates with other investment service providers to develop customized portfolio solutions for the advisors they support. Wealthshield's flexible partnership model allows advisors to focus on their clients while removing the operational burden of running their business. The company was founded in 2017, and the CEO is Clinton Wayne Sorenson. | Chief Executive Officer | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Wealthshield LLC
Wealthshield LLC Investment ManagersFinance Wealthshield LLC is a third-party investment consultant that partners with independent advisors and RIAs to help them grow their business. The private company is based in Cary, NC. The company offers investment solutions and middle- and back-office support to approximately 29 wealth management firms in an OCIO capacity. The company also collaborates with other investment service providers to develop customized portfolio solutions for the advisors they support. Wealthshield's flexible partnership model allows advisors to focus on their clients while removing the operational burden of running their business. The company was founded in 2017, and the CEO is Clinton Wayne Sorenson. | Finance |
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