Shane Morrow Email & Phone Number
Founder | CEO | Managing Partner @ IronBridge Wealth Counsel, LLC
5 free lookup(s).
Shane Morrow Location
- Austin, TX, US
Shane Morrow Work
- 2016 - now Founder | CEO | Managing Partner @
- 2019 - 2022 FinTech Advisory Board @
- 2014 - 2015 Vice President - Consultant Relations @
- 2013 - 2014 Corporate Vice President - Wealth Management @
- 2004 - 2013 Director of Investment Consulting @ Independent Portfolio Consultants
Shane Morrow Education
- The Wharton School 2008 - 2008
- Amherst College 2000 - 2004
- UCL 2003 - 2003
- St. Thomas Aquinas HS 1996 - 2000
Shane Morrow Skills
- Investment Strategies
- Wealth Management
- Holistic Financial Planning
- Investments
- Asset Allocation
- Mutual Funds
- Series 7
- Securities
- Portfolio Management
- Asset Managment
- Equities
- Strategic Financial Planning
- Retirement Planning
- Finance
- Financial Advisory
- Consulting
- Hedge Funds
- Investment Management
- Alternative Investments
- Bloomberg
- Asset Management
- Investment Advisory
- Financial Modeling
- Fixed Income
- Series 63
- Trading
- High Net Worth Individuals
- Retirement
- Equity Research
- FINRA
- Estate Planning
- Financial Planning
- Financial Services
Shane Morrow Summary
- Shane Morrow, based in Austin, TX, US, is currently a Founder | CEO | Managing Partner at IronBridge Wealth Counsel, LLC. Shane Morrow brings experience from previous roles at Financial Planning Association (FPA), Sage Advisory, New York Life Insurance Company and Independent Portfolio Consultants. Shane Morrow holds a 2008 - 2008 The Wharton School. With a robust skill set that includes Investment Strategies, Wealth Management, Holistic Financial Planning, Investments, Asset Allocation and more. Shane Morrow has 2 emails and 3 mobile phone numbers on RocketReach.
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Top IronBridge Wealth Counsel, LLC Employees
James Ellowitch
Private Wealth Advisor
Paramus, NJ, US
Jim Stone
Certified Financial Planner
Schaumburg, IL, US
Mindy Zatta
Private Wealth Advisor
Canonsburg, PA, US
Shane Morrow
Founder | CEO | Managing Partner
Austin, TX, US
Alicia Atchley
Director of Colleagues
Louisville, KY, US
Brooke Gypson
Private Wealth Advisor
Middleport, NY, US
Adam Henley
Lead Advisor
Jeffersonville, IN, US
Daniel Crumpacker
Private Wealth Advisor
Anchorage, AK, US
Andrea Sheikh
Partner and Chief of Staff
Delray Beach, FL, US
Alyse
Director of Client Services
Scottsdale, AZ, US
Will Sowers
Investment Associate
Texas, United States
John Froberg
CERTIFIED FINANCIAL PLANNER™
New York, NY, US
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