ANDREW SHEPARD, CFA, Partner
Andrew enjoys sailing and golfing with friends and family in Newport and Boston, or skiing in Vermont and New Hampshire. He is also a volunteer member on several Boston-based non-profits focused on education.
Building on his 11 years of client service and investment research specializing in fixed income and alternative investments, Andrew has welcomed the opportunity to create the optimum infrastructure and culture for a 21st century wealth advisory firm.
Prior to joining to New World Advisors in January of 2018, Andrew was a Director at RINET, Co LLC – a Boston-based wealth manager/multi-family office overseeing nearly $4 billion in assets under management. He was a key member of the firm’s investment team, where he oversaw the firm’s due-diligence, selection, and monitoring of RINET’s fixed income, alternative and private-placement investment strategies.
Prior to joining RINET in 2011, Andrew was a Senior Research Analyst at Federal Street Advisors, a Boston-based firm with over $5 billion in assets under management. Prior to that role, he was an Associate at Weston Financial, focusing on wealth planning and investment research for high-net-worth individuals.
Andrew is a Chartered Financial Analyst and a member of the Boston Security Analysts Society. He holds a BBA with Honors in International Business from George Washington University.