Norman Shiner
MBA, CIM

My Background

I focus on client service, portfolio management, and research. I have almost 25 years’ experience in the investment business, 18 years servicing institutional money managers, and 7 helping individuals, families, business owners, and charitable foundations achieve their financial objectives. I have deep experience with equity investing and public markets and use a conservative approach to invest in best of class companies to achieve good returns for my clients with a low level of risk.