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Sheaff Brock Adds Emily Begeman and Matthew Potter As Portfolio Consultants

Jun 19, 2024about 1 year ago

Company

Sheaff Brock Investment Advisors

IndianapolisAngel Investment

Description

Sheaff Brock recently added two new portfolio consultants, Emily Begeman and Matthew Potter, to its client solutions team. Both Emily and Matthew will help Sheaff Brock clients achieve their financial goals through building long-term relationships and educating them on portfolio performance.

Company Information

Company

Sheaff Brock Investment Advisors

Location

Indianapolis, Indiana, United States

About

Sheaff Brock, as a fee-only money manager, is singularly focused on one thing: your portfolio. Our success is directly aligned with yours—because the only way we grow is when your assets under management grow. It’s a shared goal, and together, we’re all pushing the ball in the same direction.

TalentWatch™ Score

81
High Hiring Activity

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