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
- 2026 -now Principal, Director | Alternatives Advisory @
- 2025 -2026 Senior Vice President - Head Product Specialist PMDD @
- 2022 -2024 Private Markets - Product Specialist @
- 2021 -2022 Chief Operating Officer and Head of Lending @
- 2018 -2020 Managing Director @ TerraNova Capital
- 2018 -2019 Co-Founder, President and COO @
- 2014 -2017 Director of Investment Research @ RINET Company, LLC
- 2011 -2014 Senior Consultant @ RINET Company, LLC
- 2008 -2011 Senior Research Analyst @
- 2007 -2008 Associate @ Weston Financial
Andrew Shepard Education
- The George Washington University
BBA (Intl Business, Finance and Econ)
2003-2007 - University of Melbourne - 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 3 emails and 2 mobile phone numbers on RocketReach.
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Top Bessemer Trust Employees
Allison Heilborn
Chief Financial Officer
New York, NY, US
Sal Siminerio
Managing Director
New York, NY, US
Andrea Tulcin
Managing Director, Portfolio Manager
New York, NY, US
Marc Stern
Chief Executive Officer
New York, NY, US
Stuart Janney
Chairman
New York, NY, US
Ryan Bliss
Managing Director, Senior Client Advisor
New York, NY, US
John Hall
Chief Operating Officer
New York, NY, US
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