Steve Shepherd Email & Phone Number
Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
Steve Shepherd Location
Katonah, NY, US
Steve Shepherd Work
- 2022 - now Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
- 2014 - 2022 Wealth Advisor @ Tompkins Wealth Advisors
- 2011 - 2013 Director of Business Development @ Frost & Sullivan
- 2010 - 2011 Managing Director @ CRT Capital Group
- 2009 - 2010 Managing Director @ LaBranche & Co.
- 2001 - 2009 Institutional Equity Sales @ Citi
Steve Shepherd Education
- Providence College1992 - 1996
- Horace Greeley High School
Steve Shepherd Skills
- Alternative Investments
- Series 63
- Qualitative And Quantitative Research Methodologies
- Fixed Income
- Corporate Finance
- Market Data
- Portfolio Management
- Capital Markets
- Investments
- Business Development
Steve Shepherd Summary
Steve Shepherd, based in Katonah, NY, US, is currently a Financial Advisor at Kuttin Wealth Management. Steve Shepherd brings experience from previous roles at Tompkins Wealth Advisors, Frost & Sullivan, CRT Capital Group and LaBranche & Co.. Steve Shepherd holds a 1992 - 1996 Providence College. With a robust skill set that includes Alternative Investments, Series 63, Qualitative And Quantitative Research Methodologies, Fixed Income, Corporate Finance and more. Steve Shepherd has 1 emails and 3 mobile phone numbers on RocketReach.
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