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Colin Arthur Shepherd
Portfolio Manager-Equities at CorePath Wealth Partners LLC
Network origin in Colin Arthur Shepherd first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Arizona
37
| College/University | Other Consumer Services | 37 |
CorePath Wealth Partners LLC
![]() CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Colin Arthur Shepherd via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ADTALEM GLOBAL EDUCATION INC. | Other Consumer Services | Director/Board Member | |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Analyst-Equity | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity | |
INGRAM MICRO INC. | Information Technology Services | Corporate Officer/Principal | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
Howe & Rusling, Inc.
![]() Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Portfolio Manager-Equities | |
Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Investment Managers | Analyst-Equity | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Riverside Partners LLC (New York)
![]() Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Investor | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
GI Manager LP
![]() GI Manager LP Investment ManagersFinance GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Arizona State University | College/University | Graduate Degree | |
San Diego State University | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
ABN AMRO Bank NV (NY Branch)
![]() ABN AMRO Bank NV (NY Branch) Regional BanksFinance ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY. | Regional Banks | Private Equity Investor | |
New Mexico State University | College/University | Corporate Officer/Principal | |
North Carolina State University | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Temple University Hospital, Inc.
![]() Temple University Hospital, Inc. Hospital/Nursing ManagementHealth Services Temple University Hospital, Inc. owns and operates a healthcare centre. The company provides pulmonology, cardiology, gastroenterology, hematology, nephrology, oncology, neurology, ophthalmology, otorhinolaryngology, and bone marrow transplantation services. Additionally, it offers heart, lung, kidney, and trauma surgery; maxillofacial surgery; psychiatry; radiation oncology; and diagnostic imaging services. The company also provides treatment of infectious diseases and diabetes. The company was founded in 1992 and is headquartered in Philadelphia, PA. | Hospital/Nursing Management | President | |
SpaceFund, Inc.
![]() SpaceFund, Inc. Investment ManagersFinance SpaceFund, Inc. (SpaceFund) is a venture capital firm founded in 2018 by Rick N. Tumlinson and Murphy Crawford Meagan. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
University of California, Irvine | College/University | Masters Business Admin | |
Tide Rock Holdings LLC
![]() Tide Rock Holdings LLC Investment ManagersFinance Tide Rock Holdings LLC (Tide Rock Holdings) is a private equity firm founded in 2013. The firm is headquartered in Solana Beach, California. | Investment Managers | Director of Finance/CFO | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
The Leeds School of Business | College/University | Undergraduate Degree | |
Daniels College of Business | College/University | Masters Business Admin | |
Salveo Capital LLC
![]() Salveo Capital LLC Investment ManagersFinance Salveo Capital LLC (Salveo Capital) is a venture capital firm founded in 2015 by Alex Thiersch and John Dohm. The firm is headquartered in Northbrook, Illinois. | Investment Managers | Corporate Officer/Principal | |
University of California, Riverside | College/University | Masters Business Admin | |
NANJING HICIN PHARMACEUTICAL CO., LTD. | Pharmaceuticals: Major | Director/Board Member | |
Pacific Point Advisors LLC
![]() Pacific Point Advisors LLC Investment ManagersFinance Pacific Point Wealth Management LLC is based in Rancho Santa Fe, CA. Pacific Point Wealth Management LLC is a financial management company that was founded in 2020. | Investment Managers | Analyst-Equity | |
Vintage Ventures Management Ltd.
![]() Vintage Ventures Management Ltd. Investment ManagersFinance .Vintage Ventures Management Ltd. (Vintage Ventures) is a private equity firm founded in 2003 by Alan Feld, Shlomo Dovrat, and Aharon Dovrat. The firm is headquartered in Hamerkaz, Israel. | Investment Managers | Public Communications Contact | |
ITE Management LP
![]() ITE Management LP Investment ManagersFinance ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
University of San Diego School of Law | College/University | Graduate Degree | |
American Discovery Capital LLC
![]() American Discovery Capital LLC Investment ManagersFinance American Discovery Capital LLC (American Discovery) is a private equity firm founded in 2016 by John P. Joliet. The firm is headquartered in Los Angeles. California. | Investment Managers | Private Equity Analyst | |
INNOVIS ASSET MANAGEMENT LLC
![]() INNOVIS ASSET MANAGEMENT LLC Investment ManagersFinance Innovis Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. Founded in 2022, the firm offers investment services primarily to high net-worth individuals and institutions. | Investment Managers | Chief Executive Officer | |
Chandler Asset Management, Inc.
![]() Chandler Asset Management, Inc. Investment ManagersFinance Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations. | Investment Managers | Portfolio Manager-Fixed Income | |
Learn Capital LLC
![]() Learn Capital LLC Investment ManagersFinance Learn Capital LLC (Learn Capital) is a venture capital firm founded in 1999 by Greg Mauro. The firm is headquartered in San Mateo, California. | Investment Managers | Consultant / Advisor | |
MDV Management Co. LLC
![]() MDV Management Co. LLC Investment ManagersFinance MDV Management Co. LLC (MDV Management) is a venture capital firm founded in 1983. The firm is headquartered in San Mateo, CA. | Investment Managers | Director of Finance/CFO | |
Clarkston Capital Partners LLC
![]() Clarkston Capital Partners LLC Investment ManagersFinance Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors. | Investment Managers | Analyst-Equity | |
RMH Investment Management LLC
![]() RMH Investment Management LLC Investment ManagersFinance RMH Investment Management LLC provides investment advisory services. The firm provides investment performance monitoring and investment manager selection services. The company is headquartered in Tucson, AZ. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 41 |
China | 2 |
Israel | 2 |
Sectoral
Finance | 26 |
Consumer Services | 15 |
Technology Services | 2 |
Health Services | 2 |
Health Technology | 2 |
Operational
Undergraduate Degree | 36 |
Corporate Officer/Principal | 17 |
Private Equity Investor | 14 |
Analyst-Equity | 13 |
Graduate Degree | 9 |
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