Steve Sheppard
Portfolio Manager-Equities at Hudson Edge Investment Partners, Inc.
Profile
Mr. Stevens C.
Sheppard is a Private Client Portfolio Manager at Hudson Edge Investment Partners, Inc. He is responsible for equity and fixed income investing for Hudson Edge Investment Partners’ high net worth clients.
He has been with the firm since 2000.
Prior to joining Hudson Edge, Mr. Sheppard was a Vice President in Smith Barney’s Capital Markets division.
He has also worked at Barclays, PaineWebber, and Euro Broker Harlow Ltd.
Mr. Sheppard earned a Bachelor of Arts in Political Science with minors in Economics and History from the University of Arizona.
He is a Certified Cash Manager.
Steve Sheppard active positions
| Companies | Position | Start |
|---|---|---|
Hudson Edge Investment Partners, Inc.
 Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Portfolio Manager-Equities | 1999-12-31 |
Former positions of Steve Sheppard
| Companies | Position | End |
|---|---|---|
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Training of Steve Sheppard
| University of Arizona | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| PaineWebber, Inc. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Finance |
- Stock Market
- Insiders
- Steve Sheppard
