Noah is originally from Tolland, Connecticut. He attended High Point University in North Carolina, where he earned a degree in Business Administration and Sales. Noah now lives in Laporte, Colorado, with his two dogs and two cats, enjoying life near the mountains.

Noah first joined the ShorePoint Advisory Group in 2019 as a student intern. After graduating in 2022, he transitioned into a full-time role where he currently serves as an Investment Operations Associate. In this role, he is responsible for executing trades, managing the firm’s investment models, and providing research and analysis to support the investment committee. Noah is deeply passionate about investing and enjoys using his skills to help the clients meet their financial goals.

Outside of work, Noah spends most of his time outdoors – whether it’s hiking with his dogs, skiing, or planning his next road trip. Noah is always looking for new places to explore, especially in the mountains or somewhere off the grid.

Professional Designations, Certifications, Registrations, and Licenses

• Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
  
  

Education

• High Point University, High Point, NC – B.S. in Business Administration