Sam Shepherd

Mr. Samuel S.
Shepherd is a Wealth Advisor & Portfolio Manager at Shepherd Financial Partners LLC.
He joined the firm in March 2016 and assists in all aspects of the investment management process including research, portfolio construction, risk management, and trading.
He works closely with advisors and clients to implement the portfolios aligned to their long-term goals and objectives.
He is also actively involved with internal business development initiatives and Shepherd’s Socially Responsible Investing program.
Mr. Shepherd worked initially as a client relationship manager dedicated to providing individuals, families and institutions with comprehensive client services.
He holds his Series 7 registration with LPL Financial, and his Series 66 securities registration with both Shepherd Financial Partners LLC and LPL Financial.
Prior to joining Shepherd, he worked for Ernst & Young’s Financial Services Office, providing management and risk consulting services to financial institutions.
He graduated magna cum laude from the University of Pennsylvania in 2014, majoring in Urban Finance and Economics.