![Mark Shone](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Mark Shone
Former positions of Mark Shone
Companies | Position | Start | End |
---|---|---|---|
Shone Asset Management LLC
![]() Shone Asset Management LLC Investment ManagersFinance Shone Asset Management LLC (dba Shone Wealth Management) is a wealth management firm headquartered in Walnut Creek, California. The firm was founded by Mark Shoine in 2005 and is a subsidiary of Allworth Financial LP, which is owned by Allworth Financial Group LP. Shone Wealth Management provides fee-only financial planning services and investment advice to individuals, high net worth individuals, and corporate pension and profit-sharing plans. | Chief Executive Officer | 30/04/2005 | 30/04/2021 |
Compliance Officer | 30/04/2005 | 30/04/2021 | |
Founder | 30/04/2005 | 30/04/2021 | |
Portfolio Manager-Equities | 30/04/2005 | 30/04/2021 | |
President | 30/04/2005 | 30/04/2021 |
Training of Mark Shone
California State University-Sacramento | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Shone Asset Management LLC
![]() Shone Asset Management LLC Investment ManagersFinance Shone Asset Management LLC (dba Shone Wealth Management) is a wealth management firm headquartered in Walnut Creek, California. The firm was founded by Mark Shoine in 2005 and is a subsidiary of Allworth Financial LP, which is owned by Allworth Financial Group LP. Shone Wealth Management provides fee-only financial planning services and investment advice to individuals, high net worth individuals, and corporate pension and profit-sharing plans. | Finance |
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