Luis CFA

Managing Director & Chief Investment Officer at Shorepoint Capital Partners - Norwood, MA, US

Luis CFA's Colleagues at Shorepoint Capital Partners
Ashley Lareau

Financial Planner

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John Barrett

Portfolio Manager

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Josephine Lopes

Client Service Administrator

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Luis Raposo

Managing Director & Chief Investment Officer

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Luis CFA's Contact Details
Email (Verified)
***@shorepointpartners.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
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Location
Company
Shorepoint Capital Partners
Luis CFA's Company Details
Shorepoint Capital Partners logo, Shorepoint Capital Partners contact details

Shorepoint Capital Partners

Norwood, MA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations.As a small, intimate firm with extensive capabilities, you'll quickly find that everyone here knows your name and is familiar with your account. We leverage our firm-wide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.

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Frequently Asked Questions about Luis CFA
Luis CFA currently works for Shorepoint Capital Partners.
Luis CFA's role at Shorepoint Capital Partners is Managing Director & Chief Investment Officer.
Luis CFA's email address is ***@shorepointpartners.com. To view Luis CFA's full email address, please signup to ConnectPlex.
Luis CFA works in the Investment Management industry.
Luis CFA's colleagues at Shorepoint Capital Partners are Ashley Lareau, John Barrett, Josephine Lopes, Luis Raposo and others.
Luis CFA's phone number is ["+17813417250"]
See more information about Luis CFA