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Our Partners

WealthShield, LLC


The Libertyfi strategic partnership with WealthShield provides comprehensive or limited CIO support services to help our clients build institutional grade investment programs. WealthShield offers strategic support to firms interested in obtaining assistance in the areas of formulating capital market assumptions, asset allocation guidance, customized model management, and manager diligence. Furthermore, WealthShield knows how to leverage Envestnet’s unified technology platform—ultimately helping our mutual clients scale the delivery of these customized investment solutions at their firm.

For more information about WealthShield, LLC click here


Clint Sorenson, CFA®, CMT® Photo Clint Sorenson, CFA®, CMT® Hover Photo

Clint Sorenson, CFA®, CMT®

Co-Founder
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Clint Sorenson, CFA®, CMT®

Co-Founder

Clint@wealthshield.co | LinkedIn Profile

Managing Partner of Emerald Investment Partners, LLC and Co-Founder of WealthShield, Clint has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis.

Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President.

Robert Leggett, CFA®, CFP®, JD® Photo Robert Leggett, CFA®, CFP®, JD® Hover Photo

Robert Leggett, CFA®, CFP®, JD®

Co-Founder
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Robert Leggett, CFA®, CFP®, JD®

Co-Founder

Robert@wealthshield.co | LinkedIn Profile

Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of Emerald Investment, LLC. He is also a co-founder of WealthShield LLC. His career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting which, together, give him the the diverse experience needed to manage and grow wealth in today’s marketplace.

For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with WealthShield’s clients daily.

Prior to joining Emerald, Robert served as CEO of a $250 million family business, giving him unique insights into the challenges business owners face. Before this role, Robert was the first Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville and, first, an attorney at the regional law firm of Mays & Valentine. He earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.

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David Stefanick

Director of Research
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David Stefanick

Director of Research

david@wealthshield.co |  LinkedIn Profile


Joining WealthShield, LLC as the Director of Research in 2017, David Stefanick works closely with executive leadership to help steer the strategic direction of the organization. With a focus on managing model portfolios and the company’s quantitative models, David is central to WealthShield's short- and long-term objectives, and he lays the groundwork for many of its broad-reaching client initiatives. 

Prior to joining Emerald, David was an Investment Analyst for the North Carolina Department of State Treasurer. Here, he analyzed financial and credit insights to forecast business and economic conditions to help drive high-value decisions for the state’s pension fund and other investments. His work included tracking portfolio performance, asset allocation, determining acceptable risk levels, and supporting the due diligence and investment processes of the fund. 

David earned his MBA in Applied Investment Management from the University of North Carolina at Charlotte. He holds a dual BA from the University of North Carolina at Chapel Hill, with an emphasis on Exercise & Sport Science and Peace, War& Defense. David has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience.

Caroline Leggett Photo Caroline Leggett Hover Photo

Caroline Leggett

Director of Marketing
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Caroline Leggett

Director of Marketing

caroline@wealthshield.co | LinkedIn Profile

Caroline Leggett joined WealthShield, LLC as Director of Marketing in 2017. Before joining the WealthShield, Caroline was an Account Manager and, prior, a Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held roles at the North Carolina Legislature and the London-based nonprofit Standing Together Against Domestic Violence. Throughout these experiences, Caroline focused on tapping into data-driven marketing best practices to drive meaningful, measurable results for her clients and the businesses she supported. She now brings that experience to WealthShield, creating comprehensive marketing, business development and strategic growth initiatives that accelerate engagement and success.

Caroline attended the University of North Carolina at Chapel Hill, and holds a bachelor’s degree in international studies, political science, and anthropology.