First Personal Financial Services, Inc.

First Personal Financial Services, Inc.

First Personal Financial Services, Inc.

Overview
Date Founded

1985

Headquarters

338 South Sharon Amity Road,Suite 401,Charlotte, NC 28211-2806

Type of Company

Private

Employees (Worldwide)

9

Industries

Investment Services & Portfolio Management
Market & Policy Research
Accounting & Financial Services
Other Business & Consulting Services

Company Description

McShane Partners creates a diversified investment portfolio using five primary asset classes: cash, fixed income, hybrids or alternative investments, domestic equities, and international equities. Within each asset class, they diversify further by considering factors such as, but not limited to, size, strategy, style, and geography. The firm integrates both top-down and bottom-up investment approach driven by in-house propriety research.

Contact Data
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Executives & Employees

Managing Partner & Chief Investment Officer

Partner, Portfolio Manager & Director of Research

Director of Tax & Wealth Advisor

Onboarding Specialist & Trader

Wealth Advisor

Wealth Advisor

Wealth Advisor

Wealth Advisor

Client Service Associate & Communications Manager

Paths to First Personal Financial Services, Inc.
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First Personal Financial Services, Inc.
Non-Profit Donations & Grants
$200 - $499
2017
$200 - $499
2017
Investors
Details Hidden
Details Hidden

Founder at First Personal Financial Services, Inc.

Awards & Honors
Rank #284
2012
Financial Advisor Magazine - Top RIA Survey
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