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Operating under the direction of managing director and Chief Investment Officer Dave S. Gilreath and managing director Ron Brock, Chief Financial Officer, Sheaff Brock offers a full suite of comprehensive portfolio management services on a fee-only basis. When you do well, they do well. While working with clients … Read More
Operating under the direction of managing director and Chief Investment Officer Dave S. Gilreath and managing director Ron Brock, Chief Financial Officer, Sheaff Brock offers a full suite of comprehensive portfolio management services on a fee-only basis. When you do well, they do well. While working with clients to help determine their overall financial goals and tolerance to risk, Sheaff Brock helps to determine which strategies best match the clients needs.

The firm’s two managing directors have a combined total of more than 60 years in the financial services industry, building on experience with such major firms as Prudential Bache Securities and Morgan Stanley/Dean Witter. Founding Sheaff Brock in 2001, the managing directors have grown a diverse staff that includes dozens of experienced professionals, some of whom hold credentials as certified public accountants, certified wealth strategists, certified estate advisors, chartered financial consultants, and/or chartered alternative investment analysts. Read Less
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