Ken Shepard Email & Phone Number
Head of Specialty Asset Management and Private Bank Investment Governance and Enablement Executive @ Bank of America Private Bank
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Ken Shepard Location
- Richmond, VA, US
Ken Shepard Work
- 2024 - now Head of Specialty Asset Management and Private Bank Investment Governance and Enablement Executive @
- 2017 - 2024 Head of Investments and Wealth Strategy @
- 2016 - 2017 Division Investment Executive - Eastern United States @
- 2012 - 2016 Division Investment Executive - Southeast @
- 2009 - 2012 Regional Investment Executive - MidAtlantic Region and Managing Director @
- 2006 - 2009 Market Investment Executive-Virginia and Managing Director @
- 1998 - 2006 Portfolio Manager @
- 1993 - 1998 Portfolio Manager @
- 1989 - 1992 Customer Service Representative @
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, U.S. Trust and US 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 3 emails and 1 mobile phone numbers on RocketReach.
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