John Shartrand Email & Phone Number
Chief Investment Officer @ Broadview Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
John Shartrand Location
- Latham, NY, US
John Shartrand Work
- Chief Investment Officer @ (April 2001 - Present)
- Chief Investment Officer @ (November 1995 - Present)
- Chief Investment Officer @ CAP COM Financial Services, LLC (January 1995 - March 2023)
- Financial Advisor @ Griffin Financial Group (June 1988 - November 1995)
- Intern and Agent @ Prudential Bache Securties and Prudential Insurance (September 1983 - June 1988)
John Shartrand Education
- Canisius College
Bachelors of Science (Finance)
1981-1985
John Shartrand Skills
- Financial Services
- Services
John Shartrand Summary
- John Shartrand, based in Latham, NY, US, is currently a Chief Investment Officer at Broadview Wealth Management. John Shartrand brings experience from previous roles at Broadview Wealth Management, CAP COM Financial Services, LLC, Griffin Financial Group and Prudential Bache Securties and Prudential Insurance. John Shartrand holds a 1981 - 1985 Bachelors of Science in Finance @ Canisius College. With a robust skill set that includes Financial Services, Services and more. John Shartrand has 1 mobile phone numbers on RocketReach.
Looking for a different John Shartrand?
Find contact details for 700 million professionals.
Others Named John Shartrand
John Shartrand
Chief Investment Officer
Latham, NY, US
Top Broadview Wealth Management Employees
Mike Hastings
Senior Financial Advisor
Albany, NY, US
John Shartrand
Chief Investment Officer
Latham, NY, US
James Faranda
VP and Sr. Wealth Advisor
Albany, NY, US
John Nuzzi
VP, Advisory Sales
Albany, NY, US
Jordan West
Financial Consultant
Albany, NY, US
Brian Hooks
LPL Financial Advisor
Cohoes, NY, US
Todd Trombly
Financial Consultant
Albany, NY, US
Taylor Elting
Client Services Associate
Watervliet, NY, US
Anthony Dipace
LPL Financial Advisor
New York, United States
Steven Howe
Client Services Associate
Albany, NY, US
Megan Burdick
Licensed Relationship Banker
Saratoga Springs, NY, US
Jeffrey Ricchiuti
Director, Advisory Operations
Latham, NY, US
Sean-Patrick Davis
Financial Consultant
New York, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co