Martin Xavier Shields
Portefeuillebeheerder-Aandelen bij Bouchey Financial Group Ltd.
Profiel
Mr. Martin X.
Shields is a Chief Wealth Advisor at Bouchey Financial Group Ltd.
In his role as Wealth Manager his responsibilities include working with clients on their financial planning and investment management and leading the firm’s 401(k) / 403(b) service.
He has been with the firm for more than 6 years and in total has over 12 years of experience working with prominent fee-only wealth management firms.
He also has over 14 years of experience in senior management roles for several public telecom companies leading their financial planning and business analysis groups.
Prior joining Bouchey, he was employed as a Relationship Manager by West Financial Services, Inc.
He earned a Bachelor of Science in Economics from St. Bonaventure University and a Master of Economics from Virginia Tech.
He also received an Executive Certificate in Financial Planning from Georgetown University and is a Certified Financial Planning.
Actieve functies van Martin Xavier Shields
| Bedrijven | Functie | Begin |
|---|---|---|
Bouchey Financial Group Ltd.
 Bouchey Financial Group Ltd. Investment ManagersFinance Bouchey Financial Group Ltd. (Bouchey Financial) is an independent registered investment advisor headquartered in Troy, New York. The firm was founded by Steven B. Bouchey in 1995. Bouchey Financial provides comprehensive and integrated wealth management solutions for individuals, families and businesses. | Portefeuillebeheerder-Aandelen | 01-07-2012 |
Eerdere bekende functies van Martin Xavier Shields
| Bedrijven | Functie | Einde |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Verkoop & Marketing | - |
Opleiding van Martin Xavier Shields
| St. Bonaventure University | Undergraduate Degree |
| Virginia Polytechnic Institute & State University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
Bouchey Financial Group Ltd.
Bouchey Financial Group Ltd. Investment ManagersFinance Bouchey Financial Group Ltd. (Bouchey Financial) is an independent registered investment advisor headquartered in Troy, New York. The firm was founded by Steven B. Bouchey in 1995. Bouchey Financial provides comprehensive and integrated wealth management solutions for individuals, families and businesses. | Finance |
