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Joseph Blane Shea

Managing Partner And Chief Compliance OfficerHorizon Family Wealth, Inc.CRD 2726131

About Joseph Blane Shea

Joseph Blane Shea is listed as Managing Partner And Chief Compliance Officer at Horizon Family Wealth, Inc. in Chicago, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Horizon Family Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Blane Shea work?

Joseph Blane Shea is listed as Managing Partner And Chief Compliance Officer at Horizon Family Wealth, Inc. on SEC Form ADV.

How much of Horizon Family Wealth, Inc. does Joseph Blane Shea own?

Form ADV reports a beneficial ownership band of Over 75%.

Horizon Family Wealth, Inc.

TitleManaging Partner And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021
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