Christopher Shea

Christopher Shea Email and Phone Number

Managing Director and Wealth Advisor @ Balanz USA
Miami, FL, US
Christopher Shea's Location
Miami, Florida, United States, United States
Christopher Shea's Contact Details

Christopher Shea work email

Christopher Shea personal email

About Christopher Shea

Christopher Shea is a Managing Director and Wealth Advisor at Balanz USA.

Christopher Shea's Current Company Details
Balanz USA

Balanz Usa

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Managing Director and Wealth Advisor
Miami, FL, US
Website:
balanz.us
Employees:
10
Christopher Shea Work Experience Details
  • Balanz Usa
    Managing Director And Wealth Advisor
    Balanz Usa
    Miami, Fl, Us
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  • Balanz Usa
    Managing Director/Wealth Advisor
    Balanz Usa Oct 2023 - Present
    Miami, Florida, United States
    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.
    View
  • Citi
    Director
    Citi Feb 2006 - Oct 2023
    Miami/Nyc
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 1998 - Feb 2006
    Coral Gables, Florida, United States
    View

Christopher Shea Education Details

Frequently Asked Questions about Christopher Shea

What company does Christopher Shea work for?

Christopher Shea works for Balanz Usa

What is Christopher Shea's role at the current company?

Christopher Shea's current role is Managing Director and Wealth Advisor.

What is Christopher Shea's email address?

Christopher Shea's email address is sh****@****ail.com

What schools did Christopher Shea attend?

Christopher Shea attended Florida International University - College Of Business, The Wharton School.

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