Presenter

John Shepherd

Director of Client Services and Marketing, Lateef Investment Management

John Shepherd joined Lateef Investment Management on February 1st, 2005 as Director, Client Service and Marketing. Prior to joining Lateef, Mr. Shepherd was Director, Vice President for Public Funds and Advisory Services at Fidelity Investments where he had worked for more than 5 years. At Fidelity Investments, Mr. Shepherd was responsible for the marketing and sales of all of Fidelity’s Institutional Services. Prior to work at Fidelity he worked for Massachusetts Financial Services, Xerox, and Hartford Funds. Mr. Shepherd graduated from St. Anselm College, Manchester, NH and City University of New York (CCNY- Baruch) with a BA in Economics and Marketing and an MBA in Finance and Accounting.

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