you’ve ever worked for a big company and thought you could handle things so much better on your own, you’re not alone. And if you’ve ever been in that
position and thought you could handle other
people’s money better on your own … well, meet Steve Giacobbe and Shawn
Clark, partners at Accredited Wealth Management.
may only be one year old, but Giacobbe and Clark know the ropes—both with
financial services and with their clientele. “Shawn
and I are very experienced,” says Giacobbe. “We offer great service, reporting
and clarity, and people have confidence and trust in what we do.” This
confidence and trust comes from their early days at Commonwealth Bank &
Trust, where the two men met 9 years ago. Clark originally worked on equity and
fixed income research, and then transitioned into a portfolio manager role.
Meanwhile, Commonwealth had recruited Giacobbe,
who was a partner in a North Carolina investment firm, to serve as its chief investment
officer. “That’s when Steve and I started
working together closely with larger clients and local endowments and
charities,” Clark says.