Samuel Shepherd's Location
Winchester, MA, US
Samuel Shepherd's Work
- Wealth Advisor and Portfolio Manager @ Shepherd Financial Partners
- Portfolio Analyst @ Shepherd Financial Partners
- Client Relationship Manager @ Shepherd Financial Partners
- Financial Services Advisory @ EY
- Policy Analyst @ Cassidy & Associates
- Public Finance Analyst Intern @ Fairmount Capital Advisors, Inc.
- Environmental Consulting Intern @ Beals Associates, Inc
- Marketing Intern: Global Advisors ETF Group @ State Street
- Marketing and Social Media Intern @ LPL Financial
- Volunteer Instructor @ Ability PLUS
Samuel Shepherd's Education
- University of Pennsylvania
Bachelor of Arts (B.A.) (Urban Studies)
2010 - 2014 - Winchester High School2006 - 2010
Samuel Shepherd's Summary
Samuel Shepherd, based in Winchester, MA, US, is currently a Wealth Advisor and Portfolio Manager at Shepherd Financial Partners, bringing 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.
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