Samuel Shepherd Email & Phone Number
Wealth Advisor and Portfolio Manager @ Shepherd Financial Partners
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Samuel Shepherd Location
- Winchester, MA, US
Samuel Shepherd Work
- Wealth Advisor and Portfolio Manager @ (January 2021 - Present)
- Portfolio Analyst @ (January 2018 - January 2021)
- Client Relationship Manager @ (March 2016 - January 2018)
- Financial Services Advisory @ (August 2014 - January 2016)
- Policy Analyst @ (June 2013 - August 2013)
- Public Finance Analyst Intern @ Fairmount Capital Advisors, Inc. (January 2013 - May 2013)
- Environmental Consulting Intern @ (June 2012 - August 2012)
- Marketing Intern: Global Advisors ETF Group @ (June 2011 - August 2011)
- Marketing and Social Media Intern @ (June 2010 - August 2010)
- Volunteer Instructor @ Ability PLUS (December 2007 - March 2010)
Samuel Shepherd Education
- University of Pennsylvania
Bachelor of Arts (B.A.) (Urban Studies)
2010-2014 - Winchester High School 2006-2010
Samuel Shepherd Summary
- Samuel Shepherd, based in Winchester, MA, US, is currently a Wealth Advisor and Portfolio Manager at Shepherd Financial Partners. Samuel Shepherd brings experience from previous roles at Shepherd Financial Partners, EY and Cassidy & Associates. Samuel Shepherd holds a 2010 - 2014 Bachelor of Arts (B.A.) in Urban Studies @ University of Pennsylvania. Samuel Shepherd has 2 emails and 1 mobile phone numbers on RocketReach.
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