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Wes Shifrin

Using finance as a tool to create meaningful impacts in local communites and promote sustainable economic ecosystems.

Wes Shifrin is a proficient professional with expertise in cash flow modeling, alternative investment structures, small business growth challenges, and sustainable investing strategies.

He excels at connecting local businesses with local investors and assisting clients in making meaningful investments.

Wes is known for his strong work ethic, problem-solving skills, and a track record of success across various environments.

In addition to his financial acumen, Wes has diverse experiences such as running alongside a live buffalo in front of a large audience, conducting avalanche mitigation, and providing guidance on camping in grizzly bear territory.

He pursued a BS in Business Administration with a focus on Finance & Accounting, achieving an impressive 3.861 GPA from the University of Colorado at Boulder.

Furthermore, Wes has demonstrated his commitment to professional growth by passing the CFA Level 1 and Level 2 exams and is a candidate for the Level 3 exam in 2020 through the CFA Institute.

His professional journey includes roles as a Project Manager at HomeStake Venture Partners, Associate Investment Analyst at NorthFork Financial, LLC, and diverse positions ranging from Backpacking Guide to Sprint Coach at various organizations.

Wes Shifrin's multifaceted background showcases his expertise in finance, investments, risk management, and client services, making him a versatile and valuable asset in the financial industry.

Wes Shifrin
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Location

Bozeman, Montana