Samuel Shepherd Email & Phone Number
Wealth Advisor and Portfolio Manager @ Shepherd Financial Partners
Samuel Shepherd Location
Winchester, MA, US
Samuel Shepherd Work
- 2021 - now Wealth Advisor and Portfolio Manager @ Shepherd Financial Partners
- 2018 - 2021 Portfolio Analyst @ Shepherd Financial Partners
- 2016 - 2018 Client Relationship Manager @ Shepherd Financial Partners
- 2014 - 2016 Financial Services Advisory @ EY
- 2013 - 2013 Policy Analyst @ Cassidy & Associates
- 2013 - 2013 Public Finance Analyst Intern @ Fairmount Capital Advisors, Inc.
- 2012 - 2012 Environmental Consulting Intern @ Beals Associates, Inc
- 2011 - 2011 Marketing Intern: Global Advisors ETF Group @ State Street
- 2010 - 2010 Marketing and Social Media Intern @ LPL Financial
- 2007 - 2010 Volunteer Instructor @ Ability PLUS
Samuel Shepherd Education
- University of Pennsylvania
Bachelor of Arts (B.A.) (Urban Studies)
2010 - 2014 - Winchester High School2006 - 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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Top Shepherd Financial Partners Employees
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R Shepherd
CEO, Founder at Shepherd Financial Partners
Winchester, MA, US14 -
Alex Murphy
Director of Business Development at Shepherd Financial Partners
Winchester, MA, US13 -
James Lister
Wealth Advisor at Shepherd Financial Partners
Massachusetts, United States23 -
Paul Bourgeois
Wealth Advisor, CFP® at Shepherd Financial Partners
Winchester, MA, US11 -
Patty Manko
Chief Marketing Officer at Shepherd Financial Partners
Winchester, MA, US1 -
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Eliza Hill
Retirement Plan Services Associate at Shepherd Financial Partners
Winchester, MA, US11 -
Ann Vaeth
Business Development Specialist at Shepherd Financial Partners
Winchester, MA, US23 -
1
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24
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Gigi Barnabei
Financial Paraplanner at Shepherd Financial Partners
Winchester, MA, US22 -
Jillian Donovan
Client Services Manager at Shepherd Financial Partners
Massachusetts, United States12
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