Brian George Davies
Chief Investment Officer at Shepherd Financial Partners LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Robert Mark Shepherd | M | - |
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | 9 years |
Sam Shepherd | M | - |
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | 8 years |
Connections Chart
Multi-company connection
Statistics
Country | Connections | % of total |
---|---|---|
United States | 2 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian George Davies
- Personal Network