Who We Are
History is important, but it is what we do today that impacts what happens tomorrow. The only way to ensure that your investments are in good hands every day is by having a great team. At Sheppard, we make sure to hire only the best. We’re committed to challenging ourselves, to doing more, and to being greater. We live and breathe what we do, we’re enthusiastic, and we take pride in doing our best at all times. Where others see the impossible, we see an opportunity.
This is who we are—we are Sheppard.
Board Of Directors
George
A true entrepreneur and the creative genius behind our innovative solutions, the former CEO of WISE presides over Sheppard and is responsible for fearlessly leading the firm into the future. George is a CFA® charterholder and holds a BA (Hons) in Economics from McGill and an MBA from the Ivey Business School. His knowledge and expertise have given him priceless skills, and he’s also known to showcase his dancing after a good bottle of wine!
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Sophie
Sophie’s BA in Economics from McGill, combined with her BDes in Fashion Design from Ryerson, gives her a uniquely creative appreciation for financial matters. Beginning her career at Republic Bank, she now manages the firm’s daily finances and administration, and although she is the second shortest person in the office, she should never be underestimated—her bite is way worse than her bark… just ask George!
Alan
Alan keeps the Wealth Management Team focused on growing the firm’s assets under management. With a BA in Economics from the University of Western Ontario, and a career that includes tenures at London-based Investors Planning Associates Ltd. and local financial institutions, he brings a wealth of experience to the management of individual and institutional portfolios. Alan is a family man, a fisherman, and an avid sportsman—particularly if that sport includes a beer or two.
Leah
Leah joined Sheppard in 2009 after completing a BSc in International Relations from the University of the West Indies. She is the ultimate problem solver, continuously researching ideas and technology to ensure operational activities are efficient, and optimising methods and procedures to meet the needs of clients. After hours, her little human and crazy cats keep her just as busy.
Victoria
This eager analytic with a deathly stare is usually found behind her computer screens working on new and efficient solutions to implement. With strong quantitative and analytical skills gained from her BSc (Hons) in Applied Mathematics from the University of Western Ontario, Victoria oversees Sheppard’s trading activities. When she’s not riding the adrenaline high of the Trade Desk, she is giving into her vices—playing with her dogs and learning new things.Wealth Management
Alan
Alan keeps the Wealth Management Team focused on growing the firm’s assets under management. With a BA in Economics from the University of Western Ontario, and a career that includes tenures at London-based Investors Planning Associates Ltd. and local financial institutions, he brings a wealth of experience to the management of individual and institutional portfolios. Alan is a family man, a fisherman, and an avid sportsman—particularly if that sport includes a beer or two.
Marc
Marc’s career in finance began at 19 and, after years in the insurance and energy industry, with international exposure gained at MDRT conferences in the US, he has found his home on the Wealth Management Team. Marc holds a Diploma in Law from the University of London and an AS in Management, specialising in finance from ROYTEC. He is known for his keen sense of humour, charismatic personality, and gifted way with numbers.
Gordon
Gordon is a diehard Arsenal football fan, devoted family man, and lover of music, movies, and markets. He is passionate about his job and, after more than a decade of excellence in banking coupled with years of experience in wealth management at companies such as Guardian Asset Management Limited and Beacon Asset Management, Gordon has honed his superhuman ability to consistently surpass the expectations of both his investment and insurance clients.
Gia
Exhibiting British politeness and charm, Giá, with over 15 years of global financial expertise, is committed to shaping clients’ financial futures. Preceded by the sound of heels, she held a previous post as Head of Wealth Management (Ag.) and holds an MBA and B.Sc. in Management & Finance from UWI, showcasing extensive knowledge. Beyond finance, Giá explores diverse cuisines and cultures through travel, indulging in outdoor adventures with her son in leisure.
Shane
Juggling between clients and being mistaken for Clark Kent, Shane maintains productivity by getting things done today to be rewarded tomorrow. He flew into Sheppard with several years of wealth management experience at home and abroad and holds a Masters’ in Finance. Shane spends his free time planning travel, excelling at CrossFit, playing or watching football, and leaping over buildings in a single bound.
Ryan
Ryan joined Sheppard in 2022 as our Wealth Manager after honing his skillset as a Strategy and Transactions consultant at one of the Big Four Accounting firms. He holds an MBA and a bachelor’s degree in finance from the University of Tampa and understands the importance of placing his clients’ needs first. Ryan believes that success is achieved through hard work, discipline, and taking a flexible approach to each day. Embracing the value of work-life balance, he enjoys a good lime coupled with a well-aged rum.
Luke
One of the office’s consistent early birds, Luke also started early at Sheppard as an intern. Holding a BSc. in Finance and an MBA from the University of Tampa, he also has worked in UBS and Republic Bank. Luke’s approach to wealth management is centered in anticipating his clients, hard work, determination, and efficiency. When he’s not taking care of his clients, Luke enjoys the outdoors, cricket and staying physically fit at the gym.Management
Sheniece
With experience in the financial industry that dates back to 2012, Sheniece has quickly developed an enthusiastic ability to keep Sheppard in check. She is a firm believer that ‘vacation calories don’t count’ and eagerly adopts this motto when traveling.
Russel
Sheppard’s primary creative element, screen curser and Olympic level cynic, Russel has over 20 years of marketing and advertising experience. He holds a Masters’ in Mass Communication and has managed to stay Trinbagonian despite living in four other countries. Russel spends his free time fighting age, skyping with his daughter, and advocating craft beer.
Lauren
Sheppard’s professional accountant and amateur pharmacist, Lauren believes that planning ahead and being prepared are her strongest assets. Having several years of financial experience, she holds a BA in Business Administration, is a Fellow of ACCA, and a member of ICATT. When she’s not balancing Sheppard’s ledgers, Lauren appreciates travelling to new places, pushing diverse gym classes, and trying new recipes.
Kaffi
Kaffi has an insatiable love for all things sweet and inspirational and can often be found, headphones on, solving any problem she encounters. She has a distinct passion and drive for learning and holds a BSc in Economics and Management Studies from the University of the West Indies. Her affinity for analysis and everything trade-related has landed her the well-deserved ‘Super Trader’ nickname.
Angel
Frequently seen bundled in a thick sweater and making coloured lists, Angel believes in persistence, laughter, and having pretty nails. She holds an Undergraduate degree in Management from the UWI, an International MBA from the Arthur Lok Jack GSB, and comes with over 9 years progressive HR experience. When she is not working or pursuing pretty stationery, Angel enjoys reading and watching a good game of cricket.
