With over 25 years of experience in the financial services industry, I decided to start Shepherd Capital, which brings my extensive experience to my new firm. I spent the majority of my career at Goldman Sachs, where I served as Vice President in fixed income trading, honing my skills in portfolio management and risk assessment, and I was able to deliver investment solutions to institutional and high-net-worth clients. I also gained valuable experience at leading institutions, including UBS, Wells Fargo, and A.G.Edwards, further broadening my knowledge across various aspects of wealth management, trading, and client advisory services.
This background forms the foundation of Shepherd Capital and shapes the firm’s approach to delivering personalized investments and planning services.