Steve Shepherd Email & Phone Number
Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
Steve Shepherd's Location
Katonah, NY, US
Steve Shepherd's Work
- Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
- Wealth Advisor @ Tompkins Wealth Advisors
- Director of Business Development @ Frost & Sullivan
- Managing Director @ CRT Capital Group
- Managing Director @ LaBranche & Co.
- Institutional Equity Sales @ Citi
Steve Shepherd's Education
- Providence College1992 - 1996
Steve Shepherd's 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's Summary
Steve Shepherd, based in Katonah, NY, US, is currently a Financial Advisor at Kuttin Wealth Management, bringing 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 contributes valuable insights to the industry. Steve Shepherd has 3 emails on RocketReach.
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Jason Bailey
Financial Advisor at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
Leawood, Kansas, United States22
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