Andrew Shepard

Andrew Shepard, CFA has a diverse work experience in the financial industry. Andrew is currently working at iCapital as a Private Markets - Product Specialist, starting in December 2022. Prior to that, they were the Chief Operating Officer & Head of Lending at ConnexMarkets, Inc. from January 2021 to December 2022. Andrew also served as the Managing Director at TerraNova Capital from November 2018 to August 2020. Before that, they were a Co-Founder and Partner at New World Advisors from January 2018 to December 2019. Andrew Shepard also held roles at RINET Company, LLC, where they served as the Director of Investment Research from November 2014 to December 2017 and as a Senior Consultant from December 2011 to October 2014. Andrew was a Senior Research Analyst at Federal Street Advisors from July 2008 to December 2011, and an Associate at Weston Financial from October 2007 to July 2008.

Andrew Shepard, CFA completed their Bachelor of Business Administration degree in International Business, Finance and Economics from The George Washington University. Andrew attended the university from 2003 to 2007. Additionally, they have taken part in the CFA Institute CE Program 5 Year Milestone, though the specific details such as the obtained month and year are not provided. There is also mention of Andrew Shepard attending Melbourne Business School, but no information regarding the degree or field of study is available.