Profil
Dr. Craig Shepherd is a Chief Investment Officer at First Samuel Ltd.
He has over 19 years experience in the finance industry.
Prior to joining First Samuel, Dr. Shepherd was a Senior Portfolio Manager and Senior Economist with JCP Investment Partners, a Melbourne-based boutique Australian equities manager.
There, for ten years, he managed Australian equities (with a leaning to small caps) and helped developed the investment capability of a large team of equity professionals.
Prior to that, he was a Senior Equities Analyst at Commsec and Principal Economist with the National Institute of Economic and Industry Research.
He holds a doctorate of Philosophy and a bachelor’s degree in Economics (Econometrics) with honors, both from Monash University.
Postes actifs de Craig Shepherd
| Sociétés | Poste | Début |
|---|---|---|
First Samuel Ltd.
 First Samuel Ltd. Investment ManagersFinance First Samuel Ltd. is an independent wealth management firm headquartered in Melbourne and was founded in 1999. First Samuel provides integrated wealth management services to individuals, families, charities and not-for-profit organizations. | Directeur en chef des Investissements | 01/01/2019 |
Anciens postes connus de Craig Shepherd
| Sociétés | Poste | Fin |
|---|---|---|
JCP Investment Partners Ltd.
 JCP Investment Partners Ltd. Investment ManagersFinance JCP Investment Partners Ltd. (JCPIP) is the specialist equity management subsidiary of Capital Partners Group Ltd. in Australia. The firm was founded in 1998 as Jardine Fleming Capital Partners Ltd. through a joint venture between Jardine Fleming Group Ltd. and Capital Partners Group Pty Ltd. They became a 50/50 joint venture between JPMorgan Asset Management, Inc. and Capital Partners Group Ltd. in 2005. The firm subsequently became JCP Investment Partners Ltd. in 2010 when the management acquired JP Morgan's stake. Headquartered in Melbourne, JCPIP provides asset management services for individual and institutional clients. | Analyst-Equity | 01/03/2019 |
Commonwealth Securities Ltd.
 Commonwealth Securities Ltd. Investment Banks/BrokersFinance Commonwealth Securities Ltd. (CommSec) is the securities brokerage subsidiary of Commonwealth Bank of Australia (ASX: CBA ). Headquartered in Sydney, CommSec was founded in 1995 and offers a range of brokerage products and services including online trading, cash management, margin lending, and international share trading to retail cliens. | Analyst-Equity | - |
Expériences
Fonctions occupées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Commonwealth Securities Ltd.
Commonwealth Securities Ltd. Investment Banks/BrokersFinance Commonwealth Securities Ltd. (CommSec) is the securities brokerage subsidiary of Commonwealth Bank of Australia (ASX: CBA ). Headquartered in Sydney, CommSec was founded in 1995 and offers a range of brokerage products and services including online trading, cash management, margin lending, and international share trading to retail cliens. | Finance |
JCP Investment Partners Ltd.
JCP Investment Partners Ltd. Investment ManagersFinance JCP Investment Partners Ltd. (JCPIP) is the specialist equity management subsidiary of Capital Partners Group Ltd. in Australia. The firm was founded in 1998 as Jardine Fleming Capital Partners Ltd. through a joint venture between Jardine Fleming Group Ltd. and Capital Partners Group Pty Ltd. They became a 50/50 joint venture between JPMorgan Asset Management, Inc. and Capital Partners Group Ltd. in 2005. The firm subsequently became JCP Investment Partners Ltd. in 2010 when the management acquired JP Morgan's stake. Headquartered in Melbourne, JCPIP provides asset management services for individual and institutional clients. | Finance |
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel Ltd. is an independent wealth management firm headquartered in Melbourne and was founded in 1999. First Samuel provides integrated wealth management services to individuals, families, charities and not-for-profit organizations. | Finance |
