Steve Sheppard

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Profile

Stevens Copeland Sheppard formerly worked at Hudson Edge Investment Partners, Inc., as Private Client Portfolio Manager from 2000 to 2024, Smith Barney, Inc., as Vice President, and PaineWebber, Inc., as Principal.
Mr. Sheppard received his undergraduate degree from the University of Arizona.

Former positions of Steve Sheppard

Companies	Position	End
Hudson Edge Investment Partners, Inc. Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions.	Portfolio Manager-Equities	2024-12-30
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Corporate Officer/Principal	-

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Private companies	4
Hudson Edge Investment Partners, Inc. Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions.	Finance
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance
University of Arizona University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services