Marc William Lieberman

Employer firm

Shorepine Wealth Management, LLC CRD 288583

$70.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 01/2017
  Ashfield Capital Partners, Llc
  San Francisco, CA
• 02/2017 → Present
  Shorepine Wealth Management, Llc
  Tiburon, CA

Previous Registrations

• 2008-02-04 → 2017-04-04
  Ashfield Capital Partners
  San Francisco, CA
• 2006-11-15 → 2007-07-16
  Ashfield & Co Inc
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Designations

• Chartered Financial Analyst