Profile
Mr. William B.
Shepard, CFA, is a Senior Analyst at OppenheimerFunds, Inc.
Prior to joining the firm, Mr. Shepard was employed as a Research Analyst by GAMCO Asset Management Inc. and an Analyst by UBS Global Asset Management and Axel Capital Management LLC.
He received his BA in Political Science from Tufts University and an MBA in Accounting and Finance from Columbia University.
Former positions of Trip Shepard
Companies | Position | End |
---|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Analyst-Equity | 31/12/2014 |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Analyst-Equity | 30/12/2007 |
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Analyst-Equity | 10/01/2005 |
Axel Capital Management LLC
Axel Capital Management LLC Investment ManagersFinance Axel Capital Management LLC is an independent registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Anna Nikolayevsky in 2002. The firm offers investment advisory services on a discretionary basis to a pooled investment vehicle intended for institutional investors and other sophisticated investors. | Analyst-Equity | - |
Training of Trip Shepard
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Tufts University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Axel Capital Management LLC
Axel Capital Management LLC Investment ManagersFinance Axel Capital Management LLC is an independent registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Anna Nikolayevsky in 2002. The firm offers investment advisory services on a discretionary basis to a pooled investment vehicle intended for institutional investors and other sophisticated investors. | Finance |
- Stock Market
- Insiders
- Trip Shepard