I help advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. I hold the Chartered Market Technician and Chartered Financial Analyst professional designations. I am a co founder of WealthShield and Emerald Investment Partners, LLC. I earned a bachelor’s degree from the University of North Carolina-Chapel Hill. I am also a former board member of the CFA Society North Carolina and the Market Technicians Association's.
Clint Sorenson
Co-Founder, Managing Member, Managing Partner, Member, Owner
WealthShield
United States, North Carolina, Charlotte
About Me
Profile Information
Co-Founder, Managing Member, Managing Partner, Member, Owner
WealthShield
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Aug 4, 2025
Work Experience
724 Capital
Co-Founder Apr 2022 - Present
ORG Private Client Group
Chief Investment Officer and Co Founder Dec 2019 - Present
CMT Association, Inc.
Board Member Jun 2017 - Jan 2019
WealthShield, LLC
Co-Founder, Managing Member, Managing Partner, Member, Owner Apr 2017 - Present
Email: clint@wealthshield.co
CFA Society North Carolina
President Jun 2016 - Jun 2019
CFA Society North Carolina
Board of Directors Jun 2012 - Dec 2013
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