Allen Dudley Shepard
Analyst-Festverzinsliche Wertpapiere bei Stonebridge Advisors LLC
Profil
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.
Aktive Positionen von Allen Dudley Shepard
Unternehmen | Position | Beginn |
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Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Analyst-Festverzinsliche Wertpapiere | 01.01.2005 |
Ehemalige bekannte Positionen von Allen Dudley Shepard
Unternehmen | Position | Ende |
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Allegheny College | Corporate Officer/Principal | - |
Ausbildung von Allen Dudley Shepard
Hampshire College | Undergraduate Degree |
Brown University | Doctorate Degree |
Erfahrungen
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Private Unternehmen | 1 |
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Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Finance |