Shepherd Financial Partners | Brian Davies
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Brian Davies

Brian Davies

Brian Davies, CFA

Director of Investment Management


Brian heads the Investment Management team at Shepherd Financial Partners and focuses on developing investment strategies to align with each of our client’s unique needs and goals. Based upon his extensive experience structuring equity portfolios for sophisticated clients, he leads the Firm’s Investment Committee. Brian thinks of the capital markets from a macro-perspective, always mindful of maintaining the appropriate risk profile for our clients while providing valuable insights to the asset allocation and security selection process.

 

Brian entered the investment management field in 1997, spending 5 years with Standish Mellon Asset Management and then serving as a portfolio manager and analyst at Ironwood Investment Management, an equity- focused boutique investment firm for 15 years.

 

Brian is a Chartered Financial Analyst, CFA ®, and member of the CFA Institute of Boston. He holds both a BA and an MBA from Suffolk University.

 

Brian lives in his hometown of Arlington, MA with his wife Kristen and two children. He enjoys spending his free time with his family and sitting on the sidelines or the audience for his children’s different activities.