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Investment Partners Asset Management Adds Tax Expert To Team

Monday, 21 October 2024 10:45 AM

METUCHEN, NJ / ACCESSWIRE / October 21, 2024 / Investment Partners Asset Management (IPAM) is proud to announce that Christina Sharkey has joined the team as an Investment Advisor Representative. Ms. Sharkey has more than 20 years of tax preparation and accounting experience working with individuals, families, businesses, and nonprofits.

As both a Certified Public Accountant and an Enrolled Agent (for representing clients before the IRS), Ms. Sharkey has developed a particular focus on planning, estate review, and tax analysis. Ms. Sharkey's previous positions included roles at regional and national companies, and she currently operates her own independent tax-preparation practice, which she will continue to maintain.

"We are absolutely thrilled to add Christina to our team in a fiduciary role. With the skills she has developed from her extensive tax work, Christina will only broaden her potential to deliver excellence to a wide array of clients", said Gregg T. Abella, CEO of IPAM. "As we continue to round-out our investment management practice with planning capabilities, it will truly be a boon to have a subject-matter expert in-house who possesses such a solid background in tax matters."

Ms. Sharkey is a resident of New Jersey and has a Bachelors of Arts in Political Science from Rutgers University as well as a Masters of Science in Accounting from Seton Hall University.

Investment Partners Asset Management (IPAM) is an independent registered investment advisor, which adheres to a combination of value investing as well as other styles - seeking to build diversified portfolios and obtain long-term results. Founded in 1995, IPAM manages investments for individuals, families, businesses, and non-profit organizations - addressing client objectives and applying their comprehensive approach balanced with research and insight. For more information about IPAM, please visit www.investmentpartners.com

Media Contact:

Matt Slauson
Mail: [email protected]
Phone: 856-906-0484

SOURCE: Investment Partners Asset Management

Topic:
Company Update
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