Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Mr. Clint Sorenson, CMT, CFA is the co-founder of Emerald Investment Partners LLC and WealthShield LLC.
He has developed and currently manages proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. He is a Chartered Market Technician and Chartered Financial Analyst and is proficient in a broad range of investment topics.
Before becoming a founding partner of Emerald Investment Partners, LLC and WealthShield LLC, Mr. Sorenson was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina-Chapel Hill and is also a board member and current President of the CFA Society North Carolina. He is FINRA licensed for Series 65. Mr. Sorenson is also the co-author of the book Invest to Prosper.