![Jim Shepherd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
James Manny Shepherd is the founder of Verus Financial Partners, Inc. which was founded in 1992.
He held the title of Chairman from 2013 to 2018.
Mr. Shepherd has a graduate degree from The College for Financial Planning, Inc. and an undergraduate degree from Virginia Polytechnic Institute & State University.
Precedenti posizioni note di Jim Shepherd
| Società | Posizione | Fine |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications. | Amministratore Delegato | 14/05/2018 |
Formazione di Jim Shepherd
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
4
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
The College for Financial Planning, Inc.
 The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications. | Finance |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
