Christopher Shea
Managing Director Wealth Advisor @Balanz Usa
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WORK HISTORY
Managing Director Wealth Advisor @Balanz Usa
Miami, FL, US
After 25 years at two of the largest financial institutions in the US, I’m excited to have partnered with Balanz USA, a US Registered Investment Independent Advisory office in Miami Florida. Partnering with Pershing (BNY Mellon), Charles Schwab RIA platform, Stonex, and iCapital, we have the safety and security of the worlds largest custodians, and complete open investment architecture to provide our clients with Bespoke financial advice, unparalleled customer service, trust services, customized asset and securities lending, and estate planning.
EDUCATION
The Wharton School
Private Wealth Executive Education
ABOUT CHRISTOPHER SHEA
Managing Director - Independent Wealth Advisor and Senior Portfolio Manager +1-646-724-0960
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