Stephan Shipe | Source | Associate Teaching Professor of Finance at Wake Forest University School of B...

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Stephan Shipe

Associate Teaching Professor of Finance at Wake Forest University School of Business
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Stephan Shipe, Ph.D., CFA, CFP, is an associate teaching professor of finance at Wake University’s School of Business and has an extensive background in FinTech. In addition to his work as a professor he also owns an investment advisory firm.

Shipe aims to empower individuals to take control of their finances without paying a wealth manager. His research on investment advisor compensation and conflicts of interest has led him to work with regulators on new laws to help investors better understand the fees they pay.

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  • Fintech Expert Debunks Myths and Highlights Wealthtech's Role in Alternative Investments
    Stephan dispels the myth that alternative investments require large capital, highlighting fintech platforms' role in democratizing access. He emphasizes wealthtech's impact on real estate, offering lower entry points and improved transparency for retail investors. Stephan notes that technology simplifies processes, enabling geographic diversification and fractional ownership, reducing risk while enhancing growth potential.