Investment Director- UHNW Advisor @ (September 2019 - September 2022)
Investment Director @ (January 2011 - May 2018)
Senior Portfolio Manager @ (January 2007 - December 2010)
Portfolio Manager @ (January 1999 - December 2006)
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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