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
- 2021 -now Wealth Advisor and Portfolio Manager @
- 2018 -2021 Portfolio Analyst @
- 2016 -2018 Client Relationship Manager @
- 2014 -2016 Financial Services Advisory @
- 2013 -2013 Policy Analyst @
- 2013 -2013 Public Finance Analyst Intern @ Fairmount Capital Advisors, Inc.
- 2012 -2012 Environmental Consulting Intern @
- 2011 -2011 Marketing Intern: Global Advisors ETF Group @
- 2010 -2010 Marketing and Social Media Intern @
- 2007 -2010 Volunteer Instructor @ Ability PLUS
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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