Sam Shepherd

CFA® Wealth Advisor and Portfolio Manager

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Sam Shepherd, a Wealth Advisor and portfolio manager, brings a unique blend of legacy and innovation to his role at Shepherd Financial Partners. As a Wealth Advisor, he manages his own client base, building meaningful relationships and delivering tailored financial planning and advisory services. Growing up alongside the firm, he has a deep-rooted connection to the company and has been an integral part of its journey over the years. 

Alongside his role as Advisor, Sam plays an integral role on the Investment Team, assessing and implementing solutions aligned to clients’ financial goals. This dual role allows him to have a holistic and informed picture of his clients’ finances and the appropriate investments that will align to their Living Plans.

Throughout his career at Shepherd Financial Partners, Sam has led multiple internal initiatives, allowing him to gain a well-rounded understanding of the business, its growth potential, and how to best serve its clients. 

Sam holds his Chartered Financial Analyst (CFA®) designation and he holds his General Securities Representative (Series 7) registration with LPL Financial and Uniform Investment Advisor Law (Series 66) registration with Shepherd Financial Partners.

Prior to joining the firm, he worked for Ernst & Young’s Financial Services Office, providing management and risk consulting to large financial institutions. He graduated magna cum laude from the University of Pennsylvania.

Sam’s ”live to give” mindset, instilled from a young age, guides his professional and personal life. He and his wife, Sunny, are deeply involved in supporting various charitable organizations and actively volunteering within the community. Sam, a former member of the varsity crew team at the University of Pennsylvania, now spends his free time enjoying outdoor adventures with Sunny and their two children in Lexington, and traveling.