Chip Sheppard

Director of Research - Equity at

Fiduciary Trust Company International of Pennsylvania

Finance

Consumer Services

Profile

Mr. Charles L.
Sheppard, II, is a Director of Equity Research & Strategy at Fiduciary Trust Company International of Pennsylvania.
He has over 40 years of experience on Wall Street, Mr. Sheppard has worked in various capacities, providing him with a broad perspective on investment strategies.
He holds a B.A. in Architecture and a B.A. in Urban Studies from Lehigh University.

Chip Sheppard active positions

Companies	Position	Start
Fiduciary Trust Company International of Pennsylvania Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments.	Director of Research - Equity	-

All active positions of Chip Sheppard

Former positions of Chip Sheppard

Companies	Position	End
Credit Suisse First Boston USA, Inc. Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	31/12/2003
Deutsche Bank Alex. Brown, Inc. Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services	Corporate Officer/Principal	-
NorthStar Asset Management LLC NorthStar Asset Management LLC Investment ManagersFinance NorthStar utilizes a strategy of holding securities that have a growth bias, often overweighting exposures to industry sectors growing faster than the overall economy, and companies within all sectors with some combination of growth in revenues, earnings per share, dividends (or the ability to begin to pay a dividend), and overall financial strength. Their goal is to invest profits in other securities with better underlying values. The firm’s security analysis methods include fundamental, asset allocation and research.	Portfolio Manager-Equities	31/08/2008

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Linked companies

Private companies	5
NorthStar Asset Management LLC NorthStar Asset Management LLC Investment ManagersFinance NorthStar utilizes a strategy of holding securities that have a growth bias, often overweighting exposures to industry sectors growing faster than the overall economy, and companies within all sectors with some combination of growth in revenues, earnings per share, dividends (or the ability to begin to pay a dividend), and overall financial strength. Their goal is to invest profits in other securities with better underlying values. The firm’s security analysis methods include fundamental, asset allocation and research.	Finance
Fiduciary Trust Company International of Pennsylvania Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments.	Finance
Deutsche Bank Alex. Brown, Inc. Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Credit Suisse First Boston USA, Inc. Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance