Profil
Trip Shepard is currently working as a Portfolio Manager & Senior Equity Research Analyst at Olayan America Corp.
He previously worked as an Investment Analyst at UBS Asset Management (Americas), Inc. from 2004 to 2008 and as a Principal & Senior Investment Research Analyst at Oppenheimer Asset Management, Inc. from 2008 to 2015.
Postes actifs de Trip Shepard
| Sociétés | Poste | Début |
|---|---|---|
Olayan America Corp. (Investment Management)
 Olayan America Corp. (Investment Management) Investment ManagersFinance Olayan America Corp. (Investment Management) (OA-IM) is the investment management division of Olayan America Corp., an investment company headquartered in New York City. The firm was founded in 1971 and is a subsidiary of The Olayan Group (the Group), ultimately owned by Olayan International Ltd. in British Virgin Islands. OA-IM monitors investments originating primarily in North, Central, and South America and provides advisory services to the Group. | Analyst-Equity | 01/01/2015 |
Anciens postes connus de Trip Shepard
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | 01/01/2015 |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | 01/01/2008 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
Olayan America Corp. (Investment Management)
Olayan America Corp. (Investment Management) Investment ManagersFinance Olayan America Corp. (Investment Management) (OA-IM) is the investment management division of Olayan America Corp., an investment company headquartered in New York City. The firm was founded in 1971 and is a subsidiary of The Olayan Group (the Group), ultimately owned by Olayan International Ltd. in British Virgin Islands. OA-IM monitors investments originating primarily in North, Central, and South America and provides advisory services to the Group. | Finance |
