Interest

Golfing, Skiing 

Summary

An accomplished financial professional with many years of experience in the field, Mark Stephen Shepherd currently serves as the Senior Vice President of Investments with UBS Financial Services Inc. in Fresno, CA. In this capacity, he manages retirement programs for small- to mid-sized businesses and manages wealth for a number of individual investors. Mark Stephen Shepherd frequently helps clients with a variety of investment matters including investment policies, portfolio monitoring, investment manager selection, and asset allocation. He also offers related services such as portfolio management, investment strategy, retirement modeling, and financial planning.Before taking up his current duties, he spent ten years as the Vice President of Investments with Morgan Stanley & Co., Inc. in Fresno. He concentrated primarily on wealth management and wealth planning strategies for individual clients as well as for small- to mid-sized enterprises. During his time with Morgan Stanley, he served as the branch manager of the Merced office for two years and received the National Sales Director’s Award as one of the top new advisors in terms of new client relationships and assets under management. In recent years, Mark Stephen Shepherd served as the President of Shepherd Company LLC, a real estate holdings firm based in Fresno. He also spent one year as a Board Member of United Way of Merced County. A longtime proponent of charitable giving and community service, he supports the efforts of the Fresno Rescue Mission and the American Cancer Society, and has served as a volunteer Group Leader with the Evangelism Explosion ministry. In his free time, he enjoys playing golf and skiing. 

Work History

Work History
Nov 2008 - Present

Senior Vice President - Investments

UBS Finacial Services Inc.
Jan 2012 - Present

President

Shepherd Company LLC