We are very pleased to announce that Howard Corey has joined the Shorepoint team. He will be working closely with both of us to deliver world-class operational and client service to our clients. Howard has broad experience in the wealth management industry encompassing client services, multi-asset class trade execution and client performance reporting.
Before joining Shorepoint, Howard was most recently the Chief Operating Officer at a SEC registered Investment Adviser where he was responsible for managing the operations and client services functions of the firm. Prior to that, Howard was a Principal at Partners Capital Investment Group where he managed the U.S. Client Services Team.
Howard earned a Bachelor of Arts degree in Economics from Roanoke College and an M.B.A. from Vanderbilt University’s Owen Graduate School of Management. He serves on the board for the Key Program, Inc. whose mission is “to assist troubled youth and their families with the development of positive life skills and experiences so that they may pursue productive and rewarding lives.” Howard lives in Easton, MA and outside of the office, he will either be on his road bike or chasing after his two children with his wife, Stacy.
Please feel free to call or email Howard at firstname.lastname@example.org with any questions you might have or simply to welcome him aboard!
Tim and Luis