Clint Sorenson

Clint Sorenson, CMT, CFA, is co-founder of WealthShield, WealthShield Partners, ORG Partners, and 724 Capital. He helps financial advisors develop and manage proprietary quantitative strategies by fusing behavioral finance, fundamental analysis, and technical analysis. He began studying investing after the dot-com crash of 2001 and has worked in the finance industry for almost two decades. Sorenson also authored several index methodologies that have been licensed by global asset management organizations. He is a past president of the CFA Society of North Carolina and past board member of the CMT Association.