Allen Dudley Shepard

Analyst-Fixed Income at

Stonebridge Advisors LLC

Consumer Services

Finance

Profile

Dr. Allen D.
Shepard is a Vice President, Senior Risk & Portfolio Analyst at Stonebridge Advisors LLC.
He is a member of Stonebridge Advisors’ Investment Committee and is responsible for measuring and monitoring risk across the firm’s separately managed account and fund products.
He developed proprietary hedging, duration and option-adjusted spread models for use in managing preferred and fixed-income securities.
Prior to joining Stonebridge in 2005, Dr. Shepard held positions as a Gibbs Instructor in the Mathematics Department at Yale University and as an Assistant Professor of Mathematics at Allegheny College.
He received a B.A. in Mathematics from Hampshire College in 1980 and a PhD in Mathematics from Brown University in 1985, specializing in the field of algebraic topology.
In order to expand his background in applied mathematical disciplines, he returned to graduate school during 1995-1997, first in the Economics Department at MIT and then in the PhD program in Economics at Boston University.

Allen Dudley Shepard active positions

Companies	Position	Start
Stonebridge Advisors LLC Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis.	Analyst-Fixed Income	2004-12-31

All active positions of Allen Dudley Shepard

Former positions of Allen Dudley Shepard

Companies	Position	End
Allegheny College Allegheny College Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

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Private companies	4
Stonebridge Advisors LLC Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis.	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hampshire College Hampshire College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allegheny College Allegheny College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services