Owen Michael Imparato

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 10/2016 → Present
  Gwfs Equities, Inc.
  Andover, MA
• 03/2015 → 07/2021
  Boston Red Sox
  Boston, MA
• 10/2016 → 09/2019
  Empower Retirement
  Andover, MA
• 03/2020 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 02/2022 → Present
  Shp Financial, Llc
  Plymouth, MA

Other Businesses

1. Boston Red Sox, not investment-related, 4 Yawkey Way, Professional Baseball Team, Ballpark Operations: Security Dep., 02/2015, 80 hours/month, 0 hours. Act as a concierge for ballpark operations, and act as special security for VIP and events.// 2. SHP Financial, LLC; Insurance Agent; Investment related: Yes; 225 Water Street Plymouth Massachusetts 02360 United States; Insurance sales; Duties: Insurance sales; 2022-02-11; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-15
• S63 Uniform Securities Agent State Law Examination
  2016-12-22