Cameron Joseph Iarrobino

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

• 05/2013 → 11/2018
  Dedham Health Athletic Complex
  Dedham, MA
• 05/2017 → 08/2017
  Morgan Stanley Wealth Management
  Boston, MA
• 05/2018 → 09/2018
  Beck Bode Wealth Management, Llc
  Dedham, MA
• 09/2018 → 12/2018
  Beck Bode Wealth Management, Llc
  Dedham, MA
• 09/2015 → 05/2019
  Bryant University
  Smithfield, RI
• 01/2020 → 02/2021
  Global Retirement Partners, Llc
  San Rafael, CA
• 12/2018 → 02/2021
  Corbco Retirement Group
  Needham, MA
• 03/2021 → Present
  Twin Focus Capital Partners, Llc
  Boston, MA
• 03/2021 → 06/2023
  Twinfocus Capital Partners
  Boston, MA
• 06/2023 → Present
  Shp Financial
  Plymouth, MA
• 06/2023 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2021-03-16 → 2023-06-20
  Twin Focus Capital Partners, Llc
  Boston, MA
• 2020-03-12 → 2021-03-01
  Global Retirement Partners Llc
  Needham, MA
  San Rafael, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-13

Other Names

• Cameron Joseph Iarrobino
• Cameron Iarrobino