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Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

Patrick Sheppard is ready for the hands-on life and New England Investment and Retirement is looking for a steady executive hand

Author Sanders Wommack April 11, 2014 at 8:03 PM
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Patrick Sheppard: Getting back into the retail world and getting back into the high-net worth world was more fulfilling than dealing with institutions on a global basis.

William Blair

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Patrick Sheppard



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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

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