Clint Cfa
Co Founder at WealthShield, LLC | Charlotte, North Carolina, United States
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As a co-founder of WealthShield, LLC, Clint CFA plays a pivotal role in shaping the firm’s innovative approach to asset management and investment strategies. With a strong foundation in behavioral finance, fundamental analysis, and technical analysis, Clint leverages his expertise to develop proprietary quantitative strategies that empower financial advisors to optimize their clients' portfolios. His dual credentials as a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) underscore his commitment to excellence in the financial services industry, allowing him to navigate complex market dynamics with confidence.
At WealthShield, Clint is deeply involved in research and Outsourced Chief Investment Officer (OCIO) services, where he collaborates with advisors to create tailored investment solutions that align with their clients' unique financial goals. His proficiency in asset allocation and quantitative analytics enables him to identify emerging trends and opportunities, ensuring that high net worth individuals and institutional clients receive the highest level of service and strategic insight. Key projects under his leadership include the development of advanced trading algorithms and the implementation of separately managed accounts (SMAs) that cater to diverse investment needs.
Clint's passion for financial advisory extends beyond traditional investment strategies; he is dedicated to educating advisors on the importance of integrating behavioral finance into their practices. By fostering a deeper understanding of investor psychology, Clint helps advisors mitigate risks and enhance client engagement. His vision for WealthShield is to create a dynamic platform that not only drives investment performance but also empowers advisors to build lasting relationships with their clients through informed decision-making and innovative solutions.
Chief Investment Officer and Co Founder at ORG Private Client Group in December 2019 to Present
Co-Founder at 724 Capital in April 2022 to Present
Co Founder at WealthShield, LLC in April 2017 to Present
Pre-IPO Stock Podcast Contributor at This Week in Pre-IPO Stocks Podcast in January 2023 to Present
President at CFA Society North Carolina in June 2016 to June 2019
Board Member at CMT Association, Inc. in June 2017 to January 2019
Board of Directors at CFA Society North Carolina in June 2012 to December 2013
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Asset Allocation
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Securities
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Wealth Management
Fixed Income
Series 63
Asset Management
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Financial Markets
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Financial Analysis
Valuation
Capital Markets
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Technical Analysis
Retirement Planning
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Derivatives
Financial Risk
Corporate Finance
Wealth Management Services
Financial Statement Analysis
Risk Management
Estate Planning
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Separately Managed Accounts
High Net Worth Individuals
Due Diligence
Quantitative Analytics
Uniform Combined State Law
Economics
Cash Management
Financial Modeling
Financial Planning
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Discover more about WealthShield, LLCWhat is Clint Cfa email address?
Email Clint Cfa at [email protected]. This email is the most updated Clint Cfa email found in 2026.
What is Clint Cfa phone number?
Clint Cfa phone number is +19192706435 and +19199484452.
How to contact Clint Cfa?
To contact Clint Cfa send an email to [email protected]. If you want to call Clint Cfa try calling on +19192706435 and +19199484452.
What company does Clint Cfa work for?
Clint Cfa works for WealthShield, LLC
What is Clint Cfa's role at WealthShield, LLC?
Clint Cfa is Co Founder
What industry does Clint Cfa work in?
Clint Cfa works in the Financial Services industry.
Clint Cfa Email Addresses
Clint Cfa Phone Numbers
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