Profiel
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.
Eerdere bekende functies van Jim Shepherd
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Algemeen Directeur | 14-05-2018 |
Opleiding van Jim Shepherd
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















