Clint Sorenson, CMT, CFA
Chief Investment Officer
Co-founder of WealthShield, WealthShield Partners, ORG Partners Advisor Group, 724 Capital, and Ascentis Holdings, Clint Sorenson has spent the past decade at the forefront of innovating within the investment landscape. He specializes in developing forward-thinking strategies that bridge behavioral finance, fundamental analysis, and technical methodologies.
Clint is the bestselling author of The Smooth Ride Portfolio: How Great Investors Protect and Grow Their Wealth…and You Can Too, published in February 2024 . The book introduces a four-part framework designed to help individual investors construct portfolios that align with both financial goals and human behavior—balancing performance with peace of mind.
A prolific contributor to industry media, Clint’s insights appear across CNBC, Forbes, Seeking Alpha, and on The Pre‑IPO Podcast. In recognition of his impact, he was named to the InvestmentNews “40 Under 40” list in 2018.
Clint has authored several index methodologies that underpin ETFs and enable direct indexing strategies. A past President of the CFA Society of North Carolina and former board member of the CMT Association, he holds a bachelor’s degree from the University of North Carolina at Chapel Hill. With both Chartered Financial Analyst and Chartered Market Technician designations, Clint brings a uniquely integrated perspective to modern portfolio management.