Blane Shea

Chief Executive Officer at

Horizon Family Wealth, Inc.

Finance

Consumer Services

Profile

Mr. Blane Shea is a Managing Director at Horizon Family Wealth, Inc. He serves as one of the portfolio managers and the chief compliance officer of Horizon Family Wealth.
Mr. Shea also successfully co-created Riverpoint Wealth Management in 2013.
He graduated from the University of Lynchburg with a Bachelor of Arts in business.

Blane Shea active positions

Companies	Position	Start
Horizon Family Wealth, Inc. Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	31/08/2021

All active positions of Blane Shea

Former positions of Blane Shea

Companies	Position	End
Riverpoint Wealth Management Holdings LLC Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients.	Founder	31/08/2021
Shea Financial Group, Inc. Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services	Corporate Officer/Principal	30/09/2013
Raymond James & Associates, Inc. (Invt Mgmt) Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk.	Corporate Officer/Principal	29/02/2004

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Training of Blane Shea

Experiences
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Linked companies

Private companies	5
University of Lynchburg University of Lynchburg Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shea Financial Group, Inc. Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services	Finance
Raymond James & Associates, Inc. (Invt Mgmt) Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk.	Finance
Riverpoint Wealth Management Holdings LLC Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients.	Finance
Horizon Family Wealth, Inc. Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice	Finance

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