HUNT VALLEY, MD – January 16, 2018 – Leading private wealth advisory firm Verdence Capital Advisors continues to grow and announced today that Shane Twomey will be joining the firm’s Vienna, Virginia office as a Private Wealth Advisor. He will work to enhance Verdence’s profile and expand its ultra-high-net-worth client base in the metro Washington, D.C. market.
As a Private Wealth Advisor, Shane Twomey will work with clients on growing and managing their investments, with a focus on stable, consistent growth regardless of market fluctuations. Shane comes to Verdence after three years with the Washington, D.C. area-based AOG Wealth Management, a boutique investment firm catering to ultra-high-net-worth clients. Shane’s experience in investing began more than 20 years ago as an advisor with Merrill Lynch, later moving on to Morgan Stanley’s complex management team where he was responsible for multiple offices across the Capital Region. Shane is a graduate of Virginia Wesleyan University.
“Shane is an ideal example of our ongoing commitment to expand our presence in the Washington, D.C and Virginia marketplace,” states Verdence CEO and Partner Leo Kelly. “We’re always looking for professionals that fit our rigorous cultural standard and Shane’s extensive experience in bringing sophisticated solutions to affluent clients in an independent, conflict free manner fits perfectly with who we are as a firm. Furthermore, our investment philosophies match. We believe in protecting capital for wealthy individuals by focusing on risk-adjusted returns. While not a focus in this long running bull market, our philosophy has proven to be most effective over long market cycles and through generations.”
Founded in July 2017, Verdence Capital Advisors manages more than $2 billion in client assets, focusing on business owners, corporate executives, high-net-worth families, athletes, and institutions.
About Verdence Capital Advisors (www.verdence.com)
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, true independence is one of the guiding principles of Verdence Capital Advisors. For more information visit www.verdence.com.