Shorepoint Capital Partners
Ashley R. Lareau, CFP® is a seasoned Wealth Advisor with extensive experience at Shorepoint Capital Partners since May 2011, previously serving as a Senior Client Service Associate. Prior to this role, Ashley worked at State Street from October 2006 to May 2011, where responsibilities included serving as a Conversion Team Leader and Fund Accountant, focusing on daily fund activities and ensuring accuracy in financial reporting. Earlier career experiences include a position as a Customer Solutions Representative at American Power Conversion and a Student Building Supervisor at URI Rec Services. Ashley holds a Certificate in Financial Planning from Boston University (2016-2018) and a BS/BA in Business Administration with a focus on International Business and Spanish from the University of Rhode Island (2002-2006), complemented by a study abroad program in Sevilla.
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Shorepoint Capital Partners
Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations. As a small, intimate firm with extensive capabilities, you’ll quickly find that everyone here knows your name and is familiar with your account. We leverage our firm-wide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.