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Colin Arthur Shepherd
Portfolio Manager-Equities at CorePath Wealth Partners LLC
Colin Arthur Shepherd active positions
Companies | Position | Start | End |
---|---|---|---|
CorePath Wealth Partners LLC
![]() CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Portfolio Manager-Equities | 2018-12-31 | - |
Career history of Colin Arthur Shepherd
Training of Colin Arthur Shepherd
University of Arizona | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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CorePath Wealth Partners LLC
![]() CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Finance |