Profil
Dr. Allen D.
Shepard is a Vice President, Senior Risk & Portfolio Analyst at Stonebridge Advisors LLC.
He is a member of Stonebridge Advisors’ Investment Committee and is responsible for measuring and monitoring risk across the firm’s separately managed account and fund products.
He developed proprietary hedging, duration and option-adjusted spread models for use in managing preferred and fixed-income securities.
Prior to joining Stonebridge in 2005, Dr. Shepard held positions as a Gibbs Instructor in the Mathematics Department at Yale University and as an Assistant Professor of Mathematics at Allegheny College.
He received a B.A. in Mathematics from Hampshire College in 1980 and a PhD in Mathematics from Brown University in 1985, specializing in the field of algebraic topology.
In order to expand his background in applied mathematical disciplines, he returned to graduate school during 1995-1997, first in the Economics Department at MIT and then in the PhD program in Economics at Boston University.
Postes actifs de Allen Dudley Shepard
| Sociétés | Poste | Début |
|---|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Analyst-Fixed Income | 01/01/2005 |
Anciens postes connus de Allen Dudley Shepard
| Sociétés | Poste | Fin |
|---|---|---|
Allegheny College
Allegheny College Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Allen Dudley Shepard
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Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Finance |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hampshire College
Hampshire College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allegheny College
Allegheny College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















