SHEPHERD FINANCIAL PARTNERS, LLC of WINCHESTER, MA is an SEC-registered investment adviser (CRD 169093). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert Mark Shepherd | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jane Golden Lawler | CHIEF OPERATING OFFICER | — |
| Steve Lee Kuhlman | MANAGING DIRECTOR | — |
| SHEPHERD ROBERT MARK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WATERHOUSE MARK STEVEN | CHIEF INVESTMENT OFFICER | — |
| LAWLER JANE GOLDEN | CHIEF OPERATING OFFICER | — |
| KUHLMAN STEVE LEE | MANAGING DIRECTOR | — |
| Davies Brian George | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (603) 669-1999 |
| BOSTON | MA | 1 | (781) 756-1804 |
| — | — | 1 | (603) 669-1999 |
| — | — | 1 | (781) 756-1804 |
| — | — | 1 | (781) 756-1804 |
| — | — | 1 | (603) 669-1999 |
| BOSTON | MA | 1 | (781) 756-1804 |
| — | — | 1 | (603) 669-1999 |
| — | — | 1 | (781) 756-1804 |
| — | — | 1 | (781) 756-1804 |