McShane Partners

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McShane Partners — overview

Assets Under Management

Type

Wealth Manager

Location

Charlotte, NC, US

Alternative Asset Classes

PEVCREINFHF

About

McShane Partners was a US-based wealth manager. Its services included wealth management and investment advisory services. The wealth manager provided advisory services to high-net-worth individuals and families. As of April 5, 2024, McShane Partners has become part of Waverly Advisors, LLC.

McShane Partners - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Partner & Director of Equity ResearchCharlotte, USRE
Portfolio ManagerCharlotte, USRE
-Charlotte, USRE
Wealth AdvisorCharlotte, USRE
Wealth AssociateCharlotte, USRE

Showing 5 of 5 known decision makers McShane Partners

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