About Alfred
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.
Professional Experience
Member of the Cincinnati CFA Society and a longstanding participant with the CFA Institute’s Exam Development team.
Education
BS Economics, Harvard University
MBA Finance, University of Cincinnati
MBA Finance, University of Cincinnati
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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