Equitas Announces the Hiring of Shepard A. Buckman

Shepard A. Buckman

David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT to the company as a Senior Investment Management Consultant.

Shep Buckman, a New Orleans native, is a Senior Investment Consultant with over 20 years of experience in financial services. Prior to joining Equitas, Mr. Buckman was a Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division where he guided investment strategy and execution for over $4 billion of private client institutional assets. Mr. Buckman was a portfolio manager at UBS Financial Services where he built customized portfolios for high net worth clients. He also served as a Financial Advisor at Morgan Stanley. Shep has obtained his CFA® and CMT® designations. Mr. Buckman has considerable experience with high net worth families, professional athletes, non-profits, financial planning, lending, alternative investments, and sell-side advisory to include ESOPs (Employee Stock Ownership Plans).

Shep earned an MBA in Finance from Johns Hopkins University and a B.S. in Business Administration with Special Attainments in Commerce from Washington & Lee University.

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