Shea Abernethy
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Profil
Mr. Kristopher S.
Abernethy is a Chief Investment Officer & Director of Investments at Old North State Trust LLC.
He takes a personalized and collaborative approach in assessing clients’ financial needs in order to develop, implement, and monitor tailored investment portfolios that will meet the clients’ specific goals and objectives.
Prior to joining Old North State Trust, Mr. Abernethy worked at Wells Fargo and AIG Investments for several years providing financial advice clients.
Mr. Abernethy received his Bachelor of Science in Accounting from High Point University and holds the designations of Certified Estate and Trust Specialist and Enrolled Agent with the Internal Revenue Service.
Ehemalige bekannte Positionen von Shea Abernethy
Unternehmen | Position | Ende |
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Old North State Trust LLC
Old North State Trust LLC Investment ManagersFinance Old North State Trust LLC (ONST) is an independent investment advisory firm headquartered in Greensboro, North Carolina. The firm was founded by Denis R. de St. Aubin in 1994. ONST offers trust and wealth management services to individuals, trusts and businesses. | Chief Investment Officer | 01.04.2019 |
Wells Fargo Wealth Management Group
Wells Fargo Wealth Management Group Investment ManagersFinance Part of Wells Fargo & Co., Wells Fargo Wealth Management Group provides wealth management services. The company is based in Minneapolis, MN. | Corporate Officer/Principal | 01.08.2014 |
AIG Global Investment Corp.
AIG Global Investment Corp. Investment ManagersFinance Founded in 1996, AIG Global Investment Corp. (AIGG) is a registered investment advisor headquartered in New York City. The firm is a subsidiary of American International Group, Inc. (NYSE: AIG). The firm provides investment management services to corporations, investment companies, pooled investment vehicles, banking and thrift institutions, pension and profit sharing plans, charitable organizations, state and municipal government entities, collateralized bond obligations and collateralized loan obligations. AIGG manages separate equity, fixed-income and balanced portfolios, as well as, mutual funds, hedge funds and fund of funds. | Corporate Officer/Principal | - |
Ausbildung von Shea Abernethy
High Point University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Old North State Trust LLC
Old North State Trust LLC Investment ManagersFinance Old North State Trust LLC (ONST) is an independent investment advisory firm headquartered in Greensboro, North Carolina. The firm was founded by Denis R. de St. Aubin in 1994. ONST offers trust and wealth management services to individuals, trusts and businesses. | Finance |
Wells Fargo Wealth Management Group
Wells Fargo Wealth Management Group Investment ManagersFinance Part of Wells Fargo & Co., Wells Fargo Wealth Management Group provides wealth management services. The company is based in Minneapolis, MN. | Finance |
AIG Global Investment Corp.
AIG Global Investment Corp. Investment ManagersFinance Founded in 1996, AIG Global Investment Corp. (AIGG) is a registered investment advisor headquartered in New York City. The firm is a subsidiary of American International Group, Inc. (NYSE: AIG). The firm provides investment management services to corporations, investment companies, pooled investment vehicles, banking and thrift institutions, pension and profit sharing plans, charitable organizations, state and municipal government entities, collateralized bond obligations and collateralized loan obligations. AIGG manages separate equity, fixed-income and balanced portfolios, as well as, mutual funds, hedge funds and fund of funds. | Finance |