Chris Shea

Chris Shea

Chief Investment Officer bei WealthSource Partners LLC

Consumer Services
Finance

Profil

Mr. Christopher M.
Shea, CFA, is a Chief Investment Officer at WealthSource Partners LLC.
His career in the investment management industry has covered a diverse landscape from security research to portfolio construction consulting to investment product development and to portfolio management.
Prior to joining WealthSource, Mr. Shea co-founded CataMetrics Management – a firm focused on providing investment advisors with an integrated investment solution that pairs investment strategies with sales and on-going communication tools.
Prior to co-founding CataMetrics, he served as the Chief Investment Officer for US Wealth Management where he developed multiple client-centered, risk-managed investment strategies and, prior to that, served as a Vice President at Goldman Sachs where he consulted with RIAs and broker-dealers to help them improve the efficiency of their investment strategies through portfolio analysis and recommendation of securities.
He received his BA in Economics from the University of Massachusetts.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society New York.

Aktive Positionen von Chris Shea

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Chief Investment Officer 01.05.2019
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Ausbildung von Chris Shea

University of Massachusetts Undergraduate Degree

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