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Shane Cummings, CFP®, CEPA®, AIF®
Director of Technology/Cybersecurity and Wealth Advisor at Halbert Hargrove
Denver, CO, United States
Details
Experience:
2020 : Present
Halbert Hargrove
Director of Technology/Cybersecurity and Wealth Advisor
2012 : 2020
Halbert Hargrove
Director of Operations/Wealth Advisor
Working from the foundation of a strong relationship with my clients, I manage their wealth advisory services. My role at HH includes overseeing a comprehensive range of investment responsibilities, each critical to overall portfolio outcomes. I partner with Regional Directors and Client Service Managers in the day-to-day requirements of my clients’ accounts, ensuring that their portfolio management is continuously implemented—and adheres to their financial Roadmap. My overriding objective : protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.
2006 : 2012
Halbert Hargrove
Relationship Manager/Financial Analyst
Halbert Hargrove
Director of Technology/Cybersecurity and Wealth Advisor
2012 : 2020
Halbert Hargrove
Director of Operations/Wealth Advisor
Working from the foundation of a strong relationship with my clients, I manage their wealth advisory services. My role at HH includes overseeing a comprehensive range of investment responsibilities, each critical to overall portfolio outcomes. I partner with Regional Directors and Client Service Managers in the day-to-day requirements of my clients’ accounts, ensuring that their portfolio management is continuously implemented—and adheres to their financial Roadmap. My overriding objective : protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.
2006 : 2012
Halbert Hargrove
Relationship Manager/Financial Analyst
Company:
Halbert Hargrove
About
As your life evolves, so should your financial strategies. We balance investment risk and reward for your life circumstances as each new challenge, aspiration and opportunity arises.
What matters to you? Through fearless conversations, we get clarity about your resources, commitments and life goals. This informs everything we do on your behalf.
Our goal? For you to feel confident and supported, not just during the market’s – and life’s – highs but throughout the lows as well.
Our vision: A fearless pursuit of well-lived todays and tomorrows for you and those close to you.
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