Mark Shepherd

A financial industry professional with over 15 years of executive experience, Mark Shepherd currently serves as a Senior Vice President of Investments with UBS Financial Services, Inc. in Fresno, CA. Since 2008, Mr. Sheperd has provided a variety of wealth management services to high asset individuals, including asset allocation, portfolio oversight, and investment analysis. Mark Shepherd also assists small- to medium-size businesses with such retirement plan management services as investment strategy, financial planning, and forecasting of retirement expenses. In addition to his role at UBS, he established his own real estate holdings firm, Shepherd Company LLC, in 2012, for which he acts as President.

Prior to accepting his current position, Mark Shepherd held a Vice President of Investments title with the Fresno, CA, office of Morgan Stanley & Co., Inc. In his first year with the global financial services firm, he earned the National Sales Director's Award, a prestigious honor bestowed upon only the top five percent of all new advisors. This award was given to Mr. Shepherd in recognition of being one of Morgan Stanley's leaders in new business development and asset management. Before transferring to the Fresno, CA, office, Mr. Shepherd held the position of Branch Manager with the firm's Merced, California, office for two years.

Mark Stephen Shepherd offers his knowledge about the financial services industry to the community by teaching educational seminars that offer practical instruction suitable for both beginners and experienced investors. Mr. Shepherd's seminars cover a number of topics, including the basics about investing. When away from work, he enjoys such outdoor activities as biking, golfing, hiking, swimming, and skiing. Mark Stephen Shepherd is a proud father of seven, and an active member of the Fresno, CA, community.