Sheaff Brock Adds Emily Begeman and Matthew Potter As Portfolio Consultants
06/19/24, 7:17 PM
Location
indianapolisPosition
portfolio consultant
portfolio consultant
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 Info
Location
indianapolis, indiana, united states
Additional Info
Sheaff Brock is an SEC-registered, fee-only independent investment firm managing $1.5 billion in assets nationwide. Managing Director David Gilreath contributes investment commentary to CNBC.com, ThinkAdvisor, Medical Economics, and Financial Advisor magazine.