Clint Sorenson, CFA®, CMT® is one of the Managing Partners of WealthShield Partners. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield Partners is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for our advisors. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield Partners, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List.
Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.
Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.
Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of WealthShield Partners. Robert’s career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting, which gives him the diverse experience needed to manage and grow wealth in today’s marketplace.
For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with WealthShield Partner’s clients daily.
Prior to joining the firm, Robert served as the First Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville and, first, an attorney at the regional law firm of Mays & Valentine.
Robert earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.
As Director of Business Development, Joe McQuaid is focused on engaging and activating new clients for WealthShield Partners, in addition to focusing on external products licensing the company’s thought leadership. Together, these responsibilities position Joe at the forefront of the organization’s growth and evolution, and help the firm expand its reach and industry impact.
Prior to joining the team, Joe was Managing Director at Pacer Financial, at ETF company in Philadelphia. He has also held leadership roles at alternative investing company Morgan Creek Capital, Guggenheim Investments and, for nearly a decade, MainStay Investments in New York City, where he ended his tenure as a Divisional Sales Manager. Here, Joe built a team of 20 external wholesalers who, together, raised more than $1 billion in their first 18 months.
Joe is a graduate of New York University and holds his Series 65 license. He is also an avid runner, triathlete and passionate supporter of the Special Olympics.
Prior to joining the team, David was an Investment Analyst for the North Carolina Department of State Treasurer. His work included tracking portfolio performance, determining acceptable risk levels and supporting senior leadership in investment property compliance.
David earned his MBA in Applied Investment Management from the University of North Carolina at Charlotte, during which time he was a Portfolio Management Intern at Emerald Investment Partners. He holds a dual BA from the University of North Carolina at Chapel Hill, with an emphasis on Exercise & Sport Science and Peace, War & Defense. David is an active member of the CFA Society of North Carolina.
Caroline Leggett joined WealthShield Partners as Director of Marketing in 2017. Before joining the the firm, Caroline was an Account Manager and, prior, a Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held roles at the North Carolina Legislature and the London-based nonprofit Standing Together Against Domestic Violence.
Throughout these experiences, Caroline focused on tapping into data-driven marketing best practices to drive meaningful, measurable results for her clients and the businesses she supported. She now brings that experience to WealthShield Partners, creating comprehensive marketing, business development and strategic growth initiatives that accelerate engagement and success.
Caroline attended the University of North Carolina at Chapel Hill, and holds a bachelor’s degree in international studies, political science, and anthropology. She currently lives in Raleigh, NC.
Victoria Handley is the Operations Manager for WealthShield Partners. She assists with the maintenance and utilization of our technological platforms, along with account maintenance, reporting, billing, and client services. Victoria’s focus is on serving our private investor clients.
Prior to joining WealthShield Partners, Victoria spent three years at Envestnet | Tamarac in both operations and client service roles. As a Senior Client Service Specialist, she served as the CRM technical contact for a group of RIA clients representing tens of billions in assets. She also ideated and built targeted CRM processes to streamline business workflows and maximize client-side experiences. Here, she obtained her certification in Microsoft Dynamics 365 for Sales. Before her operations roles, Victoria worked as an associate at Coleman Research, overseeing research and client services for institutional investors and management consultants.
Victoria is a graduate of Georgetown University and continues to serve in the school’s Alumni Admissions Network. She’s an avid traveler, having lived in South Africa and Turkey and visited countries in Europe, the Middle East, Southeast Asia, North and Central America, and the Caribbean. In her spare time, Victoria volunteers with the SPCA of Wake County.
As a Research Analyst for WealthShield Partners, Max Rockwell focuses on developing client proposals and assisting the team with portfolio modeling. Additionally, Max works closely with a number of clients and partners, providing added customer support and relationship management.
Prior to joining WealthShield Partners, Max was an Associate at Ayco, a subsidiary of Goldman Sachs. Here, he worked with Ayco advisors, supporting them on a broad range of responsibilities including portfolio construction, client servicing, trades and general operations. Max has also worked at Fidelity in their workplace investing division.
Max holds an MBA and B.S. from Southern Methodist University. While at SMU, Max was a member of the soccer team and helped manage the Nancy Chambers Underwood Graduate Endowment portfolio. A long-time soccer player, he’s still an avid fan, always cheering the Mustangs on from home.
As a Research Analyst for WealthShield Partners, Luke Vernon is directly involved with portfolio construction, quantitative research, due diligence and developing targeted client proposals.
Before returning to North Carolina, Luke spent three years at UBS in New York as an Equity Research Associate Director, with a focus on Master Limited Partnerships (MLPs) as well as Marine Transport and Refining equities. Here, his work included financial modeling, valuation, report generation and supporting all aspects of the research process.
Luke is a graduate of the University of North Carolina at Charlotte, with a B.S. in Finance. While at UNCC, Luke served as a Consumer Sector Analyst and Risk Management Officer for the UNCC Endowment Fund, overseeing performance attribution and security selection. He is an active member of the CFA Society of North Carolina.
Bill joined WealthShield Partners in 2016 as a wealth manager. Having spent 30-plus years in relationship management at Wachovia Bank, he is keenly aware of the importance of strong personal bonds in financial planning. By bringing together WealthShield Partner’s dynamic asset allocation process and his own understanding of an investor’s wants and needs, Bill constructs plans that aim to drive maximum value -- and maximum wealth -- for his clients.
After graduating from Wake Forest University in 1970 with a B.A. in economics, Bill enlisted in the United States Air Force and served for five years as an aircrew member on a KC-135 air refueling tanker. After leaving the military, Bill joined Wachovia Bank and served 31 years with the bank first as a Regional Real Estate Financial Service Manager and Commercial Relationship Manager, retiring in 2006 as Senior Vice President & Market President. During and after his tenure with the bank, Bill held leadership positions at many charitable organizations.
With more than 20 years of experience providing financial planning, strategic investment advice and comprehensive tax management solutions, Michael Helms joined WealthShield Partners as a Wealth Manager in 2017. His hands-on experience and client-first focus is central to the company’s ongoing growth, evolution, and support services by helping both the organization and its customers gain a critical competitive advantage.
Immediately prior to his joining WealthShield Partners, Michael was the Managing Director of EverGreen Financial Services, Inc. Here, he worked with independent clients in the greater Greenville area, leveraging in-class asset management and broad-reaching tax and financial management solutions to maximize and preserve their long-term wealth.
Michael earned his MBA with a focus in Accounting and Finance as well as his B.S. in Finance from the University of South Carolina at Columbia. He is a Certified Public Accountant (CPA), CPA Personal Financial Specialist (PFS), Certified Financial Planner (CFP), and he is a member of the AICPA.