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Stephen Shipley Location
Irving, TX, US
Stephen Shipley Work
Founder @ (April 2013 - Present)
First Vice President @ (September 1993 - March 2013)
Project Manager @ (January 1990 - August 1993)
Stephen Shipley Education
Texas A&M University
Bachelor of Science - BS (Building Construction)
1985-1989
Stephen Shipley Skills
Alternative Investments
Asset Allocation
Asset Management
ETFs
Estate Planning
Financial Analysis
Investment Advisory
Investment Strategies
Mutual Funds
Retirement Planning
Separately Managed Accounts
Series 65
Wealth Management
Series 63
Separately Managed
Series 7
Stephen Shipley Summary
Stephen Shipley, based in Irving, TX, US, is currently a Founder at Cottonwood Capital Advisors. Stephen Shipley brings experience from previous roles at Morgan Stanley and Pacific Gas & Electric. Stephen Shipley holds a 1985 - 1989 Bachelor of Science - BS in Building Construction @ Texas A&M University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, ETFs, Estate Planning and more. Stephen Shipley has 2 emails on RocketReach.
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