As a Research Analyst for WealthShield, LLC, JT works with the research team to assist in portfolio construction, qualitative research, due diligence, and proposal development. He also serves as a liaison between several of WealthShield’s clients to provide additional client support and relationship management.
Prior to joining WealthShield as a Research Analyst, JT was a Portfolio Manager with BOK Financial Private Wealth. His role included working with advisers to implement and monitor over $500MM of client assets to strategic asset allocations. He was also responsible for identifying and building custom fixed income portfolios for clients.
Prior to BOKF, JT was an Investment Analyst at CoBiz Wealth. His responsibilities included asset allocation research, manager due diligence, building fixed income portfolios and providing research support to a large cap equity SMA product.
JT graduated from the Daniels College of Business at the University of Denver with a bachelor’s degree in Finance and a minor in Accounting. He is a CFA charterholder. Outside of the office, JT is an avid golfer and a Minnesota sports fan.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
Copyright © 2021 Orbis Wealth | Powered by AdvisorFlex