Blane Shea

Chief Executive Officer at

Horizon Family Wealth, Inc.

Finance

Consumer Services

Profile

Mr. Blane Shea is a Managing Director at Horizon Family Wealth, Inc. He serves as one of the portfolio managers and the chief compliance officer of Horizon Family Wealth.
Mr. Shea also successfully co-created Riverpoint Wealth Management in 2013.
He graduated from the University of Lynchburg with a Bachelor of Arts in business.

Blane Shea active positions

Companies	Position	Start
Horizon Family Wealth, Inc. Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	2021-08-31

All active positions of Blane Shea

Former positions of Blane Shea

Companies	Position	End
Riverpoint Wealth Management Holdings LLC Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients.	Founder	2021-08-31
Shea Financial Group, Inc. Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services	Corporate Officer/Principal	2013-09-30
Raymond James & Associates, Inc. (Invt Mgmt) Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk.	Corporate Officer/Principal	2004-02-29

See the detail of Blane Shea's experience

Training of Blane Shea

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Blane Shea's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
University of Lynchburg University of Lynchburg Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shea Financial Group, Inc. Shea Financial Group, Inc. Investment ManagersFinance Provides financial advisory services	Finance
Raymond James & Associates, Inc. (Invt Mgmt) Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk.	Finance
Riverpoint Wealth Management Holdings LLC Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients.	Finance
Horizon Family Wealth, Inc. Horizon Family Wealth, Inc. Investment ManagersFinance Provides investment advice	Finance

See company connections