Allen Dudley Shepard
Analyst-Fixed Income at Stonebridge Advisors LLC
Allen Dudley Shepard active positions
Companies | Position | Start | End |
---|---|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Analyst-Fixed Income | 2004-12-31 | - |
Investment Committee Member | 2004-12-31 | - |
Career history of Allen Dudley Shepard
Former positions of Allen Dudley Shepard
Companies | Position | Start | End |
---|---|---|---|
Allegheny College | Corporate Officer/Principal | 2011-06-20 | - |
Training of Allen Dudley Shepard
Hampshire College | Undergraduate Degree |
Brown University | Doctorate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Fixed Income | 1 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 4 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Finance |
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