Career history of Mark Shone
Former positions of Mark Shone
| Companies | Position | Start | End |
|---|---|---|---|
Shone Asset Management LLC
 Shone Asset Management LLC Investment ManagersFinance Shone Asset Management LLC (dba Shone Wealth Management) is a wealth management firm headquartered in Walnut Creek, California. The firm was founded by Mark Shoine in 2005 and is a subsidiary of Allworth Financial LP, which is owned by Allworth Financial Group LP. Shone Wealth Management provides fee-only financial planning services and investment advice to individuals, high net worth individuals, and corporate pension and profit-sharing plans. | Chief Executive Officer | 01/05/2005 | 01/05/2021 |
| Compliance Officer | 01/05/2005 | 01/05/2021 | |
| Founder | 01/05/2005 | 01/05/2021 | |
| Portfolio Manager-Equities | 01/05/2005 | 01/05/2021 | |
| President | 01/05/2005 | 01/05/2021 |
Training of Mark Shone
| California State University-Sacramento | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Shone Asset Management LLC
Shone Asset Management LLC Investment ManagersFinance Shone Asset Management LLC (dba Shone Wealth Management) is a wealth management firm headquartered in Walnut Creek, California. The firm was founded by Mark Shoine in 2005 and is a subsidiary of Allworth Financial LP, which is owned by Allworth Financial Group LP. Shone Wealth Management provides fee-only financial planning services and investment advice to individuals, high net worth individuals, and corporate pension and profit-sharing plans. | Finance |
- Stock Market
- Insiders
- Mark Shone
- Experience
