Wealth Partners Capital Group, LLC
Shannon Westhead, MS, is a senior associate at Wealth Partners Capital Group, LLC, where responsibilities include identifying and integrating Registered Investment Advisors (RIAs) seeking enhanced business capabilities and strategic growth solutions since January 2021. Prior experience includes serving as Director of Operations and Investor Relations at ABFP LLC, ensuring client support and supervising Salesforce CRM data integrity, as well as various roles at Saint Joseph's University, where Shannon engaged in both teaching and research in psychology, focusing on statistical analysis and psychometrics. Earlier experience also includes a position as a behavior specialist at Voorhees Pediatric Facility, delivering psychosocial interventions to medically handicapped children. Shannon holds a Master of Science in Research and Experimental Psychology with an emphasis on statistical analysis and a Bachelor of Science in Psychology from Saint Joseph’s University.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.