Managing Partner
Current
Apr 2024 - Present
AeroLeads people directory · profile
Miles Sharpe Email & Phone Number
Wealth Advisor & Financial Researcher
at
Fawley Wealth International
1 work email found
@whitneycompany.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor & Financial Researcher
Location
Pittsford, New York, United States
Who is Miles Sharpe? Overview
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Quick answer
Miles Sharpe is listed as Wealth Advisor & Financial Researcher at Fawley Wealth International, based in Pittsford, New York, United States. AeroLeads shows a work email signal at whitneycompany.net and a matched LinkedIn profile for Miles Sharpe.
Miles Sharpe previously worked as Managing Partner at Fawley Wealth International and Course Associate at Columbia University. Miles Sharpe holds Master'S Degree Mps, Wealth Management from Columbia University In The City Of New York.
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Email format at Fawley Wealth International
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{first_initial}{last}@whitneycompany.net
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Profile bio
About Miles Sharpe
At the helm of Fawley Wealth International, my focus is on delivering independent, fee-only advice tailored to the unique needs of British/American expatriate and domestic families.Our team leverages extensive experience in investment management and financial planning to assist families in achieving personal financial goals throughout their life cycles.We aim to disrupt the underperforming fundamentalists by deploying the latest academic research on asset allocation and cashflow planning techniques. We create bespoke top-down, active/passive investment strategies for our clients, delivered with tax efficiency and justifiable charges. Complementing my leadership role, I support academic research as a PhD student at Texas Tech and a Course Associate at Columbia University, My expertise in M&A due diligence, team leadership, and regulatory compliance, also strengthens our practice's commitment to pioneering strategic value and innovation in wealth management.
Listed skills include Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, and 16 others.
Current workplace
Miles Sharpe's current company
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13 roles
Miles Sharpe work experience
A career timeline built from the work history available for this profile.
Course Associate
CurrentSupporting Professors within The School of Professional Studies for the Wealth Management Insurance & Retirement Planning Course.
May 2023 - Present
Senior Partner & Consultant
CurrentAssisting with the servicing of U.K. clients previously connected to Napier Sharpe Wealth Management. MNA Partnership Ltd. is an Appointed Representative of, and represents only St. James's Place Wealth Management Plc. (which is authorised and regulated by The Financial Services Authority). 'The St. James's Place Partnership' and the title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.
Dec 2021 - Present
Contributor
Contributing and reviewing FPSB study texts for global financial planning modules.
Aug 2023 - Aug 2024
Managing Director At Napier Sharpe Wealth Management
Owner and Managing Director of Wealth Planning practice, leading and managing 7 team members: 3 Advisers and 4 Operations responsible for Assets Under Management of $350MM for 680 high net worth families, providing advice in the following areas:- Tax Efficient Investment Planning- Asset Allocation- Retirement Planning- Estate Planning- Insurance & ProtectionDuring this time I completed 6 purchase and 8 sale transactions, comprising full and partial practices.
May 2014 - Dec 2021
Partner
Wealth Management Adviser: Assisting high net worth individuals to create successful financial planning and investment strategies for them and their families.
Jan 2013 - May 2014
Associate Partner
Jan 2010 - Dec 2012
Private Client Director
Establishing new high net worth private client relationships for the UK business.
Mar 2008 - Jan 2010
Uk Group Manager- Account Executives
-Managing an internal sales team who's duties were to contact Cool and Warm prospects who had responded to Marketing offers via Internet and Direct Mail.-Recruitment & Training of new members
May 2005 - Mar 2008
Investment Counsellor
-Working with new and existing UK Clients whilst based in the San Francisco office.-Dealing with Portfolio administration -Communicating the current Stock Market & Portfolio Positioning to our clients.
Oct 2004 - May 2005
Account Executive
-Making up to 150 calls per day to following up with direct mail respondents to Fisher.-Booking and managing meetings & diaries for our Private Client Directors.
May 2002 - Oct 2004
Oct 2001 - May 2002
Recruitment Consultant (Internship)
-Sandwich year work experience internship whilst at University.-Bringing in new Jobs.-Interviewing and bringing on new candidates.-Matching candidates to jobs.-Actively managing Temp work force every day and dealing with issues such as sickness and pay.-Worked on site at Dixons/Mastercare HQ managing Temp force for 3 months during 1999
Jun 1999 - Oct 2000
7 education records
Miles Sharpe education
Master'S Degree Mps, Wealth Management
Doctor Of Philosophy - Phd, Personal Financial Planning
Master'S Degree Msc, Wealth Management, Merit
Advanced Diploma - Chartered Financial Planner Apfs
Diploma - Financial Planning Dippfs
Certificate - Financial Planning Certpfs
Bachelors Degree With Honours Ba(Hons), Financial Services
FAQ
Frequently asked questions about Miles Sharpe
Quick answers generated from the profile data available on this page.
What company does Miles Sharpe work for?
Miles Sharpe works for Fawley Wealth International.
What is Miles Sharpe's role at Fawley Wealth International?
Miles Sharpe is listed as Wealth Advisor & Financial Researcher at Fawley Wealth International.
What is Miles Sharpe's email address?
AeroLeads has found 1 work email signal at @whitneycompany.net for Miles Sharpe at Fawley Wealth International.
Where is Miles Sharpe based?
Miles Sharpe is based in Pittsford, New York, United States while working with Fawley Wealth International.
What companies has Miles Sharpe worked for?
Miles Sharpe has worked for Fawley Wealth International, Columbia University, Mna Partners Limited, Financial Planning Standards Board Ltd., and Napier Sharpe Wealth Management.
How can I contact Miles Sharpe?
You can use AeroLeads to view verified contact signals for Miles Sharpe at Fawley Wealth International, including work email, phone, and LinkedIn data when available.
What schools did Miles Sharpe attend?
Miles Sharpe holds Master'S Degree Mps, Wealth Management from Columbia University In The City Of New York.
What skills is Miles Sharpe known for?
Miles Sharpe is listed with skills including Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, High Net Worth Individuals, Strategic Financial Planning, Investment Management, and Asset Allocation.
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