Profile
John Bartlett Shepard worked as a Portfolio Manager at Wellington Management Co. LLP from 1989 to 1998.
He then founded Shepard Investment Group LLC and worked as a Principal there from 1999 to 2002.
Later, he worked as a Director & Portfolio Manager at ZWJ Investment Counsel, Inc. from 2003 to 2022.
Mr. Shepard received his undergraduate degree from Duke University in 1978 and his MBA from The University of Chicago Booth School of Business in 1987.
Former positions of John Shepard
| Companies | Position | End |
|---|---|---|
ZWJ Investment Counsel, Inc.
 ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Investment Committee Member | 2022-11-30 |
| Shepard Investment Group LLC | Corporate Officer/Principal | 2002-12-30 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portfolio Manager-Equities | 1998-12-30 |
Training of John Shepard
| Duke University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
| Shepard Investment Group LLC |
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