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John Shepherd Location
London, GB
John Shepherd Work
2022 -now Director, Investment Advisor @
2019 -2022 Investment Director- UHNW Advisor @
2011 -2018 Investment Director @
2007 -2010 Senior Portfolio Manager @
1999 -2006 Portfolio Manager @
John Shepherd Education
University of Toronto - Rotman School of Management
MBA (Finance)
John Shepherd Skills
Asset Management
Wealth Management
Investments
Portfolio Management
Equities
Investment Management
Wealth Management Services
Asset Allocation
Alternative Investments
Fixed Income
Structured Products
Investment Strategies
Investment Advisory
Private Banking
Hedge Funds
Finance
Strategic Planning
John Shepherd Summary
John Shepherd, based in London, GB, is currently a Director, Investment Advisor at Plurimi. John Shepherd brings experience from previous roles at Coutts, Coutts & Co. and RBC Wealth Management. John Shepherd holds a MBA in Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Asset Management, Wealth Management, Investments, Portfolio Management, Equities and more. John Shepherd has 1 emails on RocketReach.
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