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Senior Vice President and Director of Equity Research and Strategy
B.A. Architecture and Urban Studies, Lehigh University
Mr. Sheppard is Senior Vice President and Director of Equity Research and Strategy at Pennsylvania Trust. His principal responsibilities include working directly with the Chief Investment Officer and internal equity strategy teams as well as investment research and portfolio management. He is Chairman of the Investment Committee that develops and implements investment policy, strategy and security selection.
Mr. Sheppard has over 35 years of experience in the financial services industry, and has held a variety of positions at firms serving both institutional and private clients. He was previously with NorthStar Asset Management, a wealth management company serving individuals, families, endowments and foundations, where he was responsible for portfolio management, equity strategy and research. Prior to NorthStar, Mr. Sheppard was a Vice President at Credit Suisse First Boston where he was responsible for equity sales and trading for middle market accounts in the Mid Atlantic Region. Before joining Credit Suisse First Boston he was a Managing Director at Deutsche Bank Alex Brown where he headed the Philadelphia Institutional Sales Office.
Mr. Sheppard serves on a number of not-for-profit boards and committees. He is a former President of the Highlands Historical Society, is a founder of the Whitemarsh Township Residents Association and recently joined the Abington Health Foundation Business Council.