Steve Shepherd Email & Phone Number
Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Steve Shepherd Location
- Katonah, NY, US
Steve Shepherd Work
- 2022 -now Financial Advisor @
- 2014 -2022 Wealth Advisor @ Tompkins Wealth Advisors
- 2011 -2013 Director of Business Development @
- 2010 -2011 Managing Director @ CRT Capital Group
- 2009 -2010 Managing Director @
- 2001 -2009 Institutional Equity Sales @
Steve Shepherd Education
- Providence College 1992-1996
- 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
- Series 66
- Equities
- Equity Research
- Asset Management
- Customer Service
- Business Strategy
- Customer Acquisition
- New Client Acquisitions
- Investment Banking
- Due Diligence
- Trading
- CRM
- Series 7
- Hedge Funds
- Investment Management
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 4 mobile phone numbers on RocketReach.
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Top Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Employees
John Wellington
Chief Operating Officer
New York, NY, US
Steve Shepherd
Financial Advisor
Katonah, NY, US
Matthew Johnson
Leader of Financial Advice with KWM
Minneapolis, MN, US
Matthew Poteete
Senior Vice President
Washington, DC, US
Chad Akselrad
Financial Advisor, Insurance Specialist
Philadelphia, PA, US
Tyler Palumbo
Senior Vice President
New York, NY, US
Christa Lawson
Executive Assistant To Chief Executive Officer
Glen Cove, NY, US
Ashley Lang
Financial Advisor
New York, NY, US
Jonathan Kuttin
Private Wealth Advisor
Hauppauge, NY, US
Len Stadtmueller
Financial Advisor
Appleton, WI, US
Mark Dellisant
Director of Investments
New York, NY, US
Scott Hlatky
Chief Strategy and Execution Officer
New York, NY, US
Kimberly Holubec
Chief of Staff | Strategic Operations
Houston, TX, US
Clint Gilchrist
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Kristina Adamson
Chief Marketing Officer
Frisco, TX, US
Carl Husmann
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