Alfred Shepard Senior Portfolio Manager Cincinnati Private Bank Team

As Portfolio Manager, Alfred Shepard assists in the development of your personal investment policy guidelines. Alfred makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.


BS Economics, Harvard University
MBA Finance, University of Cincinnati

Professional Experience & Areas of Focus

Member of the Cincinnati CFA Society and a longstanding participant with the CFA Institute’s Exam Development team. Currently serves on the Board of Trustees of the Children’s Home of Northern Kentucky.