Andrew Shepard Email & Phone Number
Principal, Director | Alternatives Advisory @ Bessemer Trust
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Andrew Shepard Location
- New York, NY, US
Andrew Shepard Work
- Principal, Director | Alternatives Advisory @ (March 2026 - Present)
- Senior Vice President - Head Product Specialist PMDD @ (January 2025 - March 2026)
- Private Markets - Product Specialist @ (December 2022 - January 2024)
- Chief Operating Officer and Head of Lending @ (January 2021 - December 2022)
- Managing Director @ TerraNova Capital (November 2018 - August 2020)
- Co-Founder, President and COO @ (January 2018 - December 2019)
- Director of Investment Research @ RINET Company, LLC (November 2014 - December 2017)
- Senior Consultant @ (December 2011 - October 2014)
- Senior Research Analyst @ (July 2008 - December 2011)
- Associate @ (October 2007 - July 2008)
Andrew Shepard Education
- The George Washington University
BBA (Intl Business, Finance and Econ)
2003-2007 - Melbourne Business School
Andrew Shepard Skills
- series 82
- Series 65
- series 63
- Asset Allocation
- Investments
- Private Equity
- Hedge Funds
- Real Estate
- Leadership
- Data Analysis
- PowerPoint
- Business Analysis
- Sales
- Change Management
- Analysis
- Research
- Market Research
- Equities
- Characteristics
- Income
- Custom Reports
- ProSeries
- Database Queries
- Stylus
- Networking
- Computer Proficiency
- Hospitals
- Community Service
- Tax Planning
- Thompson One
- Responsibility
- Valuation
- Academic
- Boston
- Diligent
- Series 7
- Funding
- Management
- Advantages
- Entry
- Software
- Independence
- MPI
- Microsoft Office
- Client Services
- Asset
- SPSS
- Cash Flow Forecasting
- Six Sigma
- Portfolio Management
- Screening
- Buy Side
- Economics
- House
- Oracle Database
- Capital
- Finance
- C
- Performance Reporting
- Fixed Income
- International Business
- Correspondences
- Tax Returns
- Consulting
- Morningstar
- Strategy
- Metrics
- Mutual Funds
- Performance Metrics
- Chartered Financial Analyst
- CCH
- Project Planning
- Client Meetings
- Business Planning
- Golf
- Qualitative Research
- Public Speaking
- Stocks
- Future Trends
- Weston
- Net
- Returns
- Universe
- SNL
- Aggregate
- Microsoft Excel
- Manager Selection
- Allocations
- Reports
- Databases
- Portfolio
- Concentrations
- Advertising
- Tax Analysis
- Conceptual Modeling
- Tax
- Market
Andrew Shepard Summary
- Andrew Shepard, based in New York, NY, US, is currently a Principal, Director | Alternatives Advisory at Bessemer Trust. Andrew Shepard brings experience from previous roles at iCapital, ConnexMarkets, Inc. and TerraNova Capital. Andrew Shepard holds a 2003 - 2007 BBA in Intl Business, Finance and Econ @ The George Washington University. With a robust skill set that includes series 82, Series 65, series 63, Asset Allocation, Investments and more. Andrew Shepard has 5 emails and 3 mobile phone numbers on RocketReach.
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