Allen Dudley Shepard
Analyst-Fixed Income at Stonebridge Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Scott Thomas Fleming | M | - |
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. | 20 years |
| Robert Allen Wolf | M | - |
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. | 18 years |
| Eric David Weaver | M | - |
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. | 11 years |
| Angelo Graci | M | - |
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. | 6 years |
| Marie-Belle Mikue | F | - |
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. | 9 years |
| Connor Shepard Fleming | M | - |
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. | 10 years |
| James Bowen | M | 69 |
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. | - |
| Jeffrey Bernstein | M | - |
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. | 2 years |
| Jeff Vinca | M | - |
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. | 9 years |
| Scott Hubbell | M | - |
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. | 4 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Danielle V. Salters | F | - |
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. | 6 years |
| John Andrew Paulsen | M | - |
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. | 3 years |
| Tarek Galal Shawki Ahmed Shawki | M | 67 |
Brown University
| 3 years |
| Scott Friend | M | 59 |
Brown University
| 4 years |
| Paul Joseph Kress | M | - |
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. | - |
| William Goltsos | M | - |
Brown University
| 5 years |
| Jeffrey Green | M | - |
Brown University
| 7 years |
| Michael Tuchen | M | 58 |
Brown University
| 4 years |
| Marco Garcia | M | - |
Brown University
| 4 years |
| Curt Sigfstead | M | - |
Brown University
| 4 years |
| Adam P. Kahn | M | - |
Brown University
| 4 years |
| Anne E. Sternlicht | F | - |
Brown University
| 4 years |
| John Koudounis | M | 58 |
Brown University
| 4 years |
| Jonathan H. Harris | M | - |
Brown University
| 3 years |
| Bob Poole | M | 59 |
Brown University
| 4 years |
| Mark E. Jacobs | M | - |
Brown University
| 4 years |
| Kimble L. Jenkins | M | 62 |
Brown University
| 4 years |
| Alex P. Antebi | M | - |
Brown University
| 5 years |
| Arnold West | M | - |
Brown University
| 4 years |
| Robert Adrian | M | - |
Brown University
| 4 years |
| Ken J. Levit | M | - |
Brown University
| 4 years |
| Michael T. Rechan | M | - |
Brown University
| 4 years |
| Carlo Barel di Sant’Albano | M | 60 |
Brown University
| 4 years |
| Kara Bue | F | 59 |
Brown University
| 4 years |
| David J. Bartis | M | - |
Brown University
| 4 years |
| Timothy Monnin | M | - |
Brown University
| 4 years |
| Robert R. Baron | M | - |
Brown University
| 4 years |
| Jennifer Moses | F | - |
Brown University
| 4 years |
| Richard A. Stamm | M | 57 |
Brown University
| 4 years |
| Amy George | F | 62 |
Brown University
| 4 years |
| Kiran Sidhu | M | 59 |
Brown University
| 4 years |
| Jorge Roca Arteta | M | - |
Brown University
| 4 years |
| Steve Sidel | M | - |
Brown University
| 4 years |
| Tracey Navin Ewing | F | - |
Brown University
| 4 years |
| Ron Florance | M | - |
Brown University
| 4 years |
| Joseph Madden | M | - |
Brown University
| 4 years |
| Peter Keehn | M | - |
Brown University
| 4 years |
| Gregory Janetos | M | - |
Brown University
| 4 years |
| Steven Theodore Weber | M | - |
Brown University
| 4 years |
| Anamae Maduro de Ardito Barletta | F | 56 |
Brown University
| 4 years |
| Michael Esposito | M | - |
Brown University
| 4 years |
| Sara Adler | F | - |
Brown University
| 4 years |
| Ruth P. Calaman | F | - |
Brown University
| 4 years |
| Nancy Donohue | F | - |
Brown University
| 4 years |
| Kent M. Swig | M | - |
Brown University
| 4 years |
| Erik A. Ginsberg | M | - |
Brown University
| 4 years |
| Robert P. Carver | M | - |
Brown University
| 4 years |
| David Mark Togut | M | - |
Brown University
| 4 years |
| Gregory Flynn | M | 60 |
Brown University
| 4 years |
| Thomas First | M | - |
Brown University
| 4 years |
| David Graff | M | 55 |
Brown University
| 4 years |
| Peter Segall | M | 62 |
Brown University
| 4 years |
| Barkley J. Stuart | M | - |
Brown University
| 4 years |
| Dionisio Romero Paoletti | M | 59 |
Brown University
| 4 years |
| Roddy McRae | M | - |
Brown University
| 4 years |
| Henrik Jones | M | - |
Brown University
| 4 years |
| Thomas Sullivan Dugan | M | - |
Brown University
| 4 years |
| Stephen H. O'Neill | M | - |
Brown University
| - |
| Gregory Scott Markel | M | - |
Brown University
| 4 years |
| Andrew Marc Singer | M | - |
Brown University
| 4 years |
| Bernardo V. Buonanno | M | - |
Brown University
| 4 years |
| Emily Alejos | F | - |
Brown University
| 4 years |
| Arden C. Armstrong | F | - |
Brown University
| 4 years |
| Carl Michael Kawaja | M | - |
Brown University
| 4 years |
| Peter Blumen | M | 63 |
Brown University
| 4 years |
| Kuo Yen Kau | M | 62 |
Brown University
| 4 years |
| Alex Guira | M | - |
Brown University
| 4 years |
| John H. Hartman | M | - |
Brown University
| 4 years |
| Adam B. Frankel | M | 56 |
Brown University
| 4 years |
| Olof Harald Mix | M | 64 |
Brown University
| 4 years |
| Deborah Mills-Scofield | F | - |
Brown University
| 4 years |
| John K. Kim | M | - |
Brown University
| 4 years |
| David M. Thomas | M | - |
Brown University
| 4 years |
| Marcos C. Gonzalez | M | - |
Brown University
| 4 years |
| Stoddard Wilson | M | 58 |
Brown University
| 4 years |
| Alan Wells | M | - |
Brown University
| 3 years |
| Ron E. Beller | M | - |
Brown University
| 3 years |
| David C. Walker | M | 63 |
Brown University
| 4 years |
| Jamie H. Kase | M | - |
Brown University
| 4 years |
| Michael R. Vandiver | M | - |
Brown University
| 4 years |
| Jay B. Horowitz | M | - |
Brown University
| 4 years |
| Doug Liman | M | - |
Brown University
| 4 years |
| Todd Schurz | M | 63 |
Brown University
| 4 years |
| Karen A. Ziffer | F | - |
Brown University
| 4 years |
| Paul R. S. Gebhard | M | - |
Brown University
| 4 years |
| Kerry Kennedy | F | 64 |
Brown University
| 4 years |
| Abigail Gouverneur Carr | F | - |
Brown University
| 4 years |
| Kim Miller | M | - |
Brown University
| 4 years |
| Michael S. Ryan | M | - |
Brown University
| 4 years |
| Drew Mason | M | - |
Brown University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Allen Dudley Shepard
- Personal Network
