Ken Shepard Email & Phone Number
Head of Specialty Asset Management and Private Bank Investment Governance and Enablement Executive @ Bank of America Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ken Shepard Location
- Richmond, VA, US
Ken Shepard Work
- Head of Specialty Asset Management and Private Bank Investment Governance and Enablement Executive @ (June 2024 - Present)
- Head of Investments and Wealth Strategy @ (December 2017 - June 2024)
- Division Investment Executive - Eastern United States @ (August 2016 - December 2017)
- Division Investment Executive - Southeast @ (June 2012 - August 2016)
- Regional Investment Executive - MidAtlantic Region and Managing Director @ (February 2009 - May 2012)
- Market Investment Executive-Virginia and Managing Director @ (July 2006 - February 2009)
- Portfolio Manager @ (January 1998 - July 2006)
- Portfolio Manager @ (August 1993 - January 1998)
- Customer Service Representative @ (April 1989 - August 1992)
Ken Shepard Education
- Xavier University - Williams College of Business
MBA (Finance)
1991-1993 - The College of Wooster
BA (Economics)
1984-1988
Ken Shepard Skills
- Investments
- Portfolio Management
- Management
- Wealth Management
- Asset Allocation
- Alternative Investments
- Asset Management
- Investment Management
- Series 7
- Equities
- Mutual Funds
- Hedge Funds
- Finance
- Wealth Management Services
- Estate Planning
- High Net Worth Individuals
- Social Media
- Business Development
- Training
- Analytics
- Marketing Strategy
- Portfolio Analytics
Ken Shepard Summary
- Ken Shepard, based in Richmond, VA, US, is currently a Head of Specialty Asset Management and Private Bank Investment Governance and Enablement Executive at Bank of America Private Bank. Ken Shepard brings experience from previous roles at Bank of America Private Bank and U.S. Trust. Ken Shepard holds a 1991 - 1993 MBA in Finance @ Xavier University - Williams College of Business. With a robust skill set that includes Investments, Portfolio Management, Management, Wealth Management, Asset Allocation and more. Ken Shepard has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Ken Shepard?
Find contact details for 700 million professionals.
Others Named Ken Shepard
Ken Shepard
Professor
New York, NY, US
Ken Shepard
Senior Network Specialist
Apopka, FL, US
Ken Shepard
President
New York, United States
Ken Shepard
President
Toronto, ON, CA
Top Bank of America Private Bank Employees
Wendy Li
Managing Director, Senior Private Client Advisor
New York, NY, US
Richard Linebaugh
Managing Director
New York, NY, US
Nadira Khan
Managing Director, Market Trust Executive
New York, NY, US
Anita Saggurti
Managing Director, Next Gen Strategy Executive
New York, NY, US
Adam Coker
Managing Director and Portfolio Manager
New York, NY, US
Paul Ferrara
Managing Director and Wealth Strategies Advisor
New York, NY, US
Dwain Carryl
Managing Director
New York, NY, US
Monica McClure
Managing Director
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co