Shepherd Financial Partners

Description

Address: 1004 Main St, Winchester, MA 01890 Hours: Open ⋅ Closes 6PM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 756-1804Place name: : : : Website: : Category: : : Website: http://www.shepherdfinancialpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepherd Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Shepherd Financial Partners Employees

Employee
Years
Job
Industry
Evan Moskovit, CFA Evan Moskovit, CFA Greater New York City Area Details
Evan Moskovit, CFA's Shepherd Financial Partners Experience 2012 - 2013
Job Head of Global Investment Grade Credit
Industry Investment Management
Experience
ING Investment Management International   2013 - Present
Shepherd Financial Partners   2012 - 2013
Sun Capital Advisers, LLC  1997 - 2011
Sun Capital Advisers, LLC  1997 - 2002
State Street Corporation  1992 - 1997
US Army Research, Development & Engineering Center   1989 - 1992

Skills
Credit Derivatives, Credit Trading, Institutional Clients, High Yield, Special Situations, Chapter 11, Credit Analysis, Credit Portfolio..., Fixed Income Trading, Fixed Income Research, Asset Management, Insurance Strategies, Investment Strategies, Insurance Solutions, Portfolio Management, Relative Value, Absolute Return, Structured Products, Total Return, Client Relationship..., Asset Growth, Team Building, Organizational..., Strategic Leadership, Global Asset Management, Investment Process, Relative Value Trading, Asset, Fixed Income, Investment Banking, Asset Managment, Risk Management, Investments, Fixed Income Analysis, Institutional..., Insurance, Derivatives, Trading, Financial Markets, Investment Management, Valuation

Education
University of New Haven
MA, Industrial/Organizational Psychology

University of New Haven - William E. Dodds School of Business Admin.
MBA, Finance

Framingham State College
BA, Psychology

Edward Day Edward Day Greater Boston Area Details
Edward Day's Shepherd Financial Partners Experience May 2015 - Present
Job Client Relationship Manager at Shepherd Financial Partners
Industry Financial Services
Experience
Shepherd Financial Partners   May 2015 - Present
Fidelity Investments  September 2014 - April 2015
Fidelity Investments  May 2014 - August 2014
The College of Wooster Senior Committee for the Class of 2013   September 2012 - May 2013
The College of Wooster  September 2009 - May 2013
Joe Kearns Goodwin for State Senate   June 2012 - August 2012
Barefeet Theatre   May 2011 - August 2011

Skills
Series 7, Series 66, Series 63, Sales, Investment Advisory, Client Services, Personal Finance, Trading, Data Analysis, Quantitative Research, Qualitative Research, Critical Thinking, Non-profits, Community Outreach, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook

Education
The College of Wooster   2009 — 2013
Bachelor of Arts (B.A.), Sociology

Lexington High School   2005 — 2009

Diane C. Pappas, CDFA™ Diane C. Pappas, CDFA™ Gloucester, Massachusetts Details
Diane C. Pappas, CDFA™'s Shepherd Financial Partners Experience September 2009 - June 2012
Job Certified Divorce Financial Analyst™, Principal Solutions For Divorce
Industry Financial Services
Experience
Solutions for Divorce   November 2013 - Present
Insight Financial Strategists LLC   July 2012 - December 2013
Shepherd Financial Partners   September 2009 - June 2012
Callianthus Garden Design   1994 - 2008
Commonwealth Mortgage Company  1986 - 1991

Skills
Strategic Financial..., Certified Divorce..., Retirement Planning, College Education..., Identifying Client Needs, Estate Planning, Financial Planners, Investment Strategies, Small Business, Financial Advisory, Finance, Wealth Management, Mortgage Lending, Financial Analysis, Loans, Insurance, Financial Planning, Trusts, Financial Services, Investments

Education
Boston University Institute of Finance   2012 — 2013
CFP Certification Education Program

Institute for Divorce Financial Analyst
Certified Divorce Financial Analyst (CDFA™)

Dickinson College
BA, Biology/Anthropology

West Shepherd West Shepherd Boston, Massachusetts Details
West Shepherd's Shepherd Financial Partners Experience July 2013 - August 2013
Job Founder at FrankWest
Industry Retail
Experience
FrankWest   March 2014 - Present
Volos Portfolio Solutions, LLC   June 2015 - August 2015
Repucom  June 2014 - August 2014
Shepherd Financial Partners   July 2013 - August 2013

Skills
Adobe Design Programs, Blogging, Public Speaking, Communication, InDesign, Social Media Marketing, Writing, Microsoft Office, Microsoft Excel, Event Planning, Time Management, Salesforce.com, PowerPoint, Phone Etiquette

Education
Bucknell University   2013 — 2017
Bachelor's Degree, Business Entrepreneurship, Spanish and Philosophy

Winchester High School   2009 — 2013
High School

Ben Nadworny Ben Nadworny Greater Boston Area Details
Ben Nadworny's Shepherd Financial Partners Experience June 2011 - August 2011
Job Management Assistant at Enterprise RentACar
Industry Financial Services
Experience
Enterprise Commercial Trucks  April 2014 - Present
Need A Hand Landscaping   April 2004 - Present
Enterprise Rent-A-Car  September 2012 - May 2013
JAK's Flooring   January 2012 - May 2012
Shepherd Financial Partners   June 2011 - August 2011

Education
University of Hartford
Bachelor of Science, Business Administration

BRIDGTON ACADEMY

Alexander LaViolette Alexander LaViolette Greater Boston Area Details
Alexander LaViolette's Shepherd Financial Partners Experience June 2013 - August 2013
Job Student at Cornell University
Industry Financial Services
Experience
J.P. Morgan   October 2014 - October 2014
The TJX Companies, Inc.   June 2014 - August 2014
Shepherd Financial Partners   June 2013 - August 2013
Lexington Physical Therapy Associates, Inc.   July 2011 - August 2013
Mount Auburn Hospital  July 2011 - August 2011

Skills
Teamwork, Public Speaking, Social Media, Writing, Microsoft Excel, Marketing, Time Management, Leadership, PowerPoint, Salesforce.com, Bloomberg Terminal, Research, Analysis, Management, Blogging, Phone Etiquette, Microsoft Office, Office Administration, Microsoft Word, Process Scheduler, Market Research, Retail, Social Networking, Capital IQ

Education
Cornell University   2013 — 2017
Bachelor of Science (B.S.), Major in Applied Economics and Management

Winchester High School   2009 — 2013
High School Diploma, General Studies

Jaclyn Lessing Jaclyn Lessing Greater Boston Area Details
Jaclyn Lessing's Shepherd Financial Partners Experience April 2011 - Present
Job Client Relationship Manager at Shepherd Financial Partners
Industry Financial Services
Experience
Shepherd Financial Partners   April 2011 - Present
Special Needs Financial Planning   January 2010 - Present

Skills
Strategic Financial..., Financial Services, CRM, Wealth Management, Finance, Salesforce.com, Leadership

Education
University of Massachusetts Dartmouth   2005 — 2009
Bachelors, Marketing

Alexandria Nadworny, CFP® Alexandria Nadworny, CFP® Boston, Massachusetts Details
Alexandria Nadworny, CFP®'s Shepherd Financial Partners Experience March 2013 - Present
Job Wealth Advisor at Shepherd Financial Partners
Industry Financial Services
Experience
Shepherd Financial Partners   March 2013 - Present
Bolvin Wealth Management Group   January 2011 - March 2013
Goodman Advisory Group   April 2010 - January 2011
Northwestern Mutual Financial Network  May 2009 - January 2010
Special Needs Financial Planning, LLC   May 2007 - June 2009
U.S. Tae Kwon Do   September 2008 - January 2009
Target Dept Store   June 2003 - June 2006

Skills
Series 6, Uniform Combined State..., Fixed Annuities, Securities, Strategic Financial..., Life Insurance, Financial Planning, Wealth, Personal Finance, Finance, Financial Planners, Retirement Planning, Financial Services, Wealth Management..., Retirement, 401k, Series 63, Series 66, Licenses for Life..., Hold Series 7, Certified Financial...

Education
Kaplan University   2011 — 2013
CFP® Certification Education Program, Finance

Western New England University   2005 — 2009
BSBA, Marketing

Patty Manko Patty Manko Greater Boston Area Details
Patty Manko's Shepherd Financial Partners Experience September 2010 - Present
Job Chief Marketing Officer, Shepherd Financial Partners Author, And Speaking of Money
Industry Financial Services
Experience
And Speaking of Money   2014 - Present
Shepherd Financial Partners   September 2010 - Present
Lehman Brothers  1982 - 1990

Skills
Blogging, Securities, Website Development, Marketing Media, Digital Marketing, Public Relations, HubSpot, Social Media Integration, Website Creation, Financial Services, Financial Markets

Education
NYU Stern School of Business
MBA, Finance

State University of New York at Albany
BS, Mathematics

Kelly Jentes Kelly Jentes Saint Louis, Missouri Details
Kelly Jentes's Shepherd Financial Partners Experience April 2012 - February 2013
Job Securities Operations Services Specialist III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - March 2015
Wells Fargo Advisors  January 2014 - April 2014
Wells Fargo Advisors  July 2013 - December 2013
Four Seasons Wealth Management  February 2013 - July 2013
Shepherd Financial Partners   April 2012 - February 2013
MK-Accounting, LLC   August 2012 - January 2013
Wells Fargo Advisors  November 2010 - March 2012
Edward Jones  October 2000 - March 2010
Courtyard by Marriott Westport   March 1998 - October 2000

Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy

Education
Central Missouri State University   1994 — 1997
Bachelor of Science

Christopher Morse, CFP® Christopher Morse, CFP® Greater Boston Area Details
Christopher Morse, CFP®'s Shepherd Financial Partners Experience January 2011 - July 2011
Job Senior Advisor Consultant, VPWholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  February 2012 - Present
Shepherd Financial Partners   January 2011 - July 2011
Natixis Global Associates  October 2008 - January 2011
Natixis Global Associates  June 2004 - October 2008
Natixis Global Associates  April 2000 - May 2004
EMCON Environmental   January 1996 - January 2000

Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance

Education
Suffolk University   2000 — 2005
MSA, Accounting

University of Denver   1992 — 1996
BS, Environmental Science

Sarah Barnabei Sarah Barnabei Greater New York City Area Details
Sarah Barnabei's Shepherd Financial Partners Experience May 2013 - August 2013
Job Account Specialist at Indeed.com
Industry Writing and Editing
Experience
Indeed.com  June 2015 - Present
Indeed.com  June 2014 - May 2015
Fairfield University Phonathon   September 2012 - December 2014
Shepherd Financial Partners   May 2013 - August 2013

Skills
Fundraising, Teamwork, Research, Cold Calling, Strategy, Public Speaking, Editing, Social Media, Microsoft Office, Marketing, Blogging, Social Media Marketing, Facebook, Photography, Prezi, Tutoring, Community Outreach, Social Networking

Education
Fairfield University   2011 — 2015
Bachelor of Arts (B.A.), Major: English; Concentration in Professional Writing, Minors: Marketing & Educational Studies

Florence University of the Arts   2014 — 2014
Study Abroad

Winchester High School   2007 — 2011

Matthew Waterhouse Matthew Waterhouse Winchester, Massachusetts Details
Matthew Waterhouse's Shepherd Financial Partners Experience June 2014 - July 2015
Job Student at Boston College
Industry Financial Services
Experience
Spots   August 2015 - Present
Shepherd Financial Partners   June 2014 - July 2015
Winchester Swim & Tennis Club   May 2011 - August 2014

Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Media, Teaching, Teamwork, Marketing

Education
Boston College   2013 — 2017
Economics, Finance, Sociology

Sam Davidson Sam Davidson Cambridge, Massachusetts Details
Sam Davidson's Shepherd Financial Partners Experience May 2011 - August 2011
Job CoFounder of Who's That
Industry Internet
Experience
Plymouth Rock, LLC (Who's That)   2013 - Present
Oha.na  July 2012 - 2013
Boundless Learning  2012 - 2012
Shepherd Financial Partners   May 2011 - August 2011

Education
Boston University - School of Management

Cambridge Rindge & Latin School

Nick Nesta Nick Nesta Greater Boston Area Details
Nick Nesta's Shepherd Financial Partners Experience January 2011 - April 2012
Job COO/CFO at Berylson Capital Partners LLC
Industry Financial Services
Experience
Berylson Capital Partners LLC   May 2012 - Present
Shepherd Financial Partners   January 2011 - April 2012
Fontana Capital LLC   October 2004 - December 2010

Skills
Securities, Hedge Funds, Investments, Alternative Investments, Fund Of Funds, Family Office, Strategic Financial..., Equities, Prime Brokerage, Asset Managment, Investment Strategies

Education
The George Washington University   1990 — 1994

Jed Kutzen Jed Kutzen Melrose, Massachusetts Details
Jed Kutzen's Shepherd Financial Partners Experience January 2011 - December 2012
Job Wealth Advisor at Prospera Financial
Industry Financial Services
Experience
Prospera Financial  June 2014 - Present
Kutzen Financial   December 2012 - Present
LPL Financial Services  August 2005 - June 2014
Shepherd Financial Partners   January 2011 - December 2012
FundQuest  1999 - 2005
Manulife  1998 - 1999

Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments

Education
Union College   1994 — 1998
Bachelor's degree, Economics

Henry-Martin Demasco Henry-Martin Demasco Winchester, Massachusetts Details
Henry-Martin Demasco's Shepherd Financial Partners Experience June 2010 - September 2010
Job Attends Oxford University
Industry
Experience
BerryLine  August 2012 - Present
Oxfam  January 2010 - May 2012
Harvard University Art Museums  June 2011 - August 2011
Shepherd Financial Partners   June 2010 - September 2010
Tufts University IPC Laboratory   June 2008 - September 2008

Skills
Management, Editing, Customer Service

Education
University of Oxford   2014 — 2015
M.St., Classical Archaeology

The University of Edinburgh   2008 — 2012
M.A., Classical Studies

Winchester High School   2004 — 2008

Sam Vaeth Sam Vaeth Winchester, Massachusetts Details
Sam Vaeth's Shepherd Financial Partners Experience June 2013 - August 2014
Job Assistant Design Engineer at DN Tanks
Industry
Experience
Shepherd Financial Partners   June 2013 - August 2014
Winchester Swim and Tennis Club   June 2010 - August 2012

Skills
Microsoft Office, Adobe Acrobat, Research, Teamwork, Analysis

Education
Northeastern University   2013 — 2017

Northeastern University