Family Office
Shepherd Financial Partners (SFP)
Shepherd Financial Partners is a US investment management firm founded in 1988 by Robert Mark Shepherd and headquartered in Winchester, Massachusetts.
Assets Under Management
$1B-$10B
Headquarters
Winchester, Massachusetts
Decision-makers
Paul Bourgeois
Wealth Advisor, Director, Financial Planning & Investment Committee Member
Chris Cogliano
Portfolio Manager
Sam Shepherd
Wealth Advisor & Portfolio Manager
Robert Mark Shepherd
Founder, Chief Executive Officer & Chief Compliance Officer
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