Episode 134: Investment Expert Shepard Buckman Charts a Course for 2023

The S&P 500 hit its high mark on the first trading day of 2022 and never came close to that number again for the rest of the year. This week, senior investment management consultant Shepard Buckman of Equitas Capital Advisors talks about what contributed to the rough year for retirement accounts in 2022 and his strategies for recovery in 2023.

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about

Shep Buckman, a New Orleans native, is a Senior Investment Consultant with over 22 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.

*Chartered Financial Analyst® is a registered trademark owned by CFA Institute.
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Categories: Biz Talks