Mark Shepherd Fresno, CA

Senior Vice President - Investments

About Mark Shepherd Fresno, CA

Financial and real estate professional Mark Stephen Shepherd is currently a Senior Vice President of Investments with UBS Financial Services, Inc., of Fresno, CA. Serving in this position since 2008, Mark Shepherd provides wealth management advice and related services to individual and business clients from areas throughout Fresno, CA., and Central California. With more than 15 years of industry experience, Mr. Shepherd works with his clients to develop financial plans and investment strategies, and to monitor and manage their portfolios. He also offers retirement modeling and planning, and manages pension programs for corporate and business customers. Prior to joining UBS Financial Services, he spent 11 years at Morgan Stanley & Co. in Fresno, CA.

Outside of his work in the financial industry, Mark Stephen Shepherd balances his time between managing a private real estate portfolio and volunteering with regional nonprofits and charities. He owns and operates the property-holding firm Shepherd Company, LLC, through which he invests in local real estate. Mr. Shepherd has also donated his time and resources to such regional organizations as Fresno Rescue Mission, Fresno/Madera Youth for Christ, and the United Way of Merced County. He previously belonged to the chambers of commerce of Fresno and Merced County.                            

Comment Stream