John Shepherd Email & Phone Number
Portfolio Manager @ BlueDoor Private Wealth * Connecticut Retirement Readiness
John Shepherd Location
United States
John Shepherd Work
- 2026 - now Portfolio Manager @ BlueDoor Private Wealth * Connecticut Retirement Readiness
- 2019 - 2026 Vice President, Sales and Marketing @ Fairbanks Capital Management, Inc.
- 2018 - 2019 Vice President, Sales and Marketing, Portfolio Management @ FA-Nexus
- 2018 - 2018 Portfolio Manager @ Mansfield Investment Management
- 2015 - 2018 Investment Consultant @ TLC Fibre Credit Union
- 2014 - 2015 Vice President, Wealth Advisor @ Columbia Bank
- 2013 - 2014 Managing Director, Principal @ East Coast Asset Management
- 2005 - 2013 Managing Director, Partner @ Lateef Investment Management
- 2000 - 2005 Vice President @ Fidelity Investments
John Shepherd Education
- City University of New York
Master of Business Administration (MBA) (Accounting and Finance)
1985 - 1987 - St Anselm College
Bachelor of Science (BS) (Economics)
1976 - 1980 - William H. Hall High School, West Hartford CT1974 - 1976
- Kingswood Oxford School, West Hartford, CT1972 - 1974
John Shepherd Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Banking
- TLC
- Investment Consulting
- Financial Planning
- Sales
- Start Ups
- Portfolio Management
John Shepherd Summary
John Shepherd, based in United States, is currently a Portfolio Manager at BlueDoor Private Wealth * Connecticut Retirement Readiness. John Shepherd brings experience from previous roles at Fairbanks Capital Management, Inc., FA-Nexus, Mansfield Investment Management and TLC Fibre Credit Union. John Shepherd holds a 1985 - 1987 Master of Business Administration (MBA) in Accounting and Finance @ City University of New York. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Banking, TLC and more. John Shepherd has 1 emails and 2 mobile phone numbers on RocketReach.
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