Jeff Shields

Prior to joining Watershed in February 2009, Mr. Shields worked for Hall Capital Partners.
He also worked as a vice president and senior relationship manager in the endowment and foundation group at U.S.
Trust Institutional.
He was responsible for the administration and asset management of charitable organizations' planned giving programs and for overseeing other investment management mandates for foundations and endowments throughout the western United States.
Before joining U.S.
Trust, Mr. Shields was a consultant with the San Francisco financial planning firm, Planning & Financial Advisors.
The firm specializes in developing wealth transfer strategies for wealthy individuals and families.
Prior to that (at the Council on Foundations, The San Francisco Foundation, and the Peninsula Community Foundation), he worked in the community foundation field, marketing to professional advisors and their clients various philanthropic planning options.
He is a director of Excel Tech Ltd.
Mr. Shields graduated from the University of Maryland with a Bachelor of Arts degree.