Shepherd Financial Partners Employee Directory

Shepherd Financial Partners Global Highlights

Location

Employees

North America

33

• United States Of America
  33

Shepherd Financial Partners's Leadership

• 
  J. L.

  Chief Operating Officer

  Mobile Phone

  Email
• 
  P. B. C.

  Wealth Advisor, Cfp®

  Mobile Phone

  Email

Shepherd Financial Partners Employee Metrics

• Banking
• Community & Social Services
• Business Development
• Sales
• Other

Banking is the largest department at 87% of profiles with a known department, up from 71% in January 2026, followed by Business Development (7%, unchanged) and Community & Social Services (7%, down from 14%).

Contact profiles from Shepherd Financial Partners

• 
  J. L.

  Chief Operating Officer

  Mobile Phone

  Email

  Jun 08, 2026
• 
  P. B. C.

  Wealth Advisor, Cfp®

  Mobile Phone

  Email

  Jul 25, 2024

• 1

Frequently Asked Questions

What are the largest departments at Shepherd Financial Partners?

Banking is the largest department at 87% of profiles with a known department, up from 71% in January 2026, followed by Business Development (7%, unchanged) and Community & Social Services (7%, down from 14%).

How has Shepherd Financial Partners's workforce changed over the past year?

Shepherd Financial Partners's workforce grew 16% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 71% to 87%.

How many employees does Shepherd Financial Partners have currently?

Shepherd Financial Partners has approximately 22 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Financial Partners's key employees and leadership?

As of November 2026, Shepherd Financial Partners's key employees include:

• Chief Operating Officer: J. L.
• Wealth Advisor, Cfp®: P. B. C.

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What is Shepherd Financial Partners's most common email format?

Shepherd Financial Partners employees' email format typically follows the pattern of First.Last@shepherdfinancialpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Shepherd Financial Partners email formats with LeadIQ.

What is Shepherd Financial Partners known for?

Shepherd Financial Partners was founded in 1990 and operates in the Financial Services industry. You can contact Shepherd Financial Partners's main corporate office by phone at

+1-781-756-****

. Explore Shepherd Financial Partners's company overview page for more information.