Clint Sorenson, CMT, CFA
Chief Executive Officer and 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 innovation in the investment landscape. He specializes in developing forward-thinking strategies that integrate 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 build portfolios that align with both financial goals and human behavior—balancing performance with peace of mind.
A frequent contributor to industry media, Clint’s insights appear across CNBC, Forbes, Seeking Alpha, and The Pre‑IPO Podcast. In 2018, he was named to InvestmentNews’ “40 Under 40” list in recognition of his industry impact.
Clint has authored multiple index methodologies that power 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.