Samuel Shepherd

Samuel Shepherd

Wealth Advisor and Portfolio Manager at Shepherd Financial Partners
Winchester, Massachusetts, United States

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Work Experience

Shepherd Financial Partners

Wealth Advisor and Portfolio Manager

2021-01-01 - Present

EY

Financial Services Advisory

2014-08-01 - 2016-01-01

Cassidy & Associates

Policy Analyst

2013-06-01 - 2013-08-01

Fairmount Capital Advisors, Inc.

Public Finance Analyst Intern

2013-01-01 - 2013-05-01

Beals Associates, Inc

Environmental Consulting Intern

2012-06-01 - 2012-08-01

State Street

Marketing Intern: Global Advisors ETF Group

2011-06-01 - 2011-08-01

LPL Financial

Marketing and Social Media Intern

2010-06-01 - 2010-08-01

Ability PLUS

Volunteer Instructor

2007-12-01 - 2010-03-01

Skills

wealth transition divorce retirement special needs planning business transitions

Languages

English