Shawn Samperi

Member & Senior Advisor at Shepherd Kaplan LLC

Shawn Samperi

Shawn Samperi

Member & Senior Advisor at Shepherd Kaplan LLC

Biography

Shawn is a Member of the Firm and Senior Advisor, with responsibilities in both the Private Wealth and Institutional Advisory practices. He has responsibility for servicing high-net-worth individuals, family offices, ERISA plans, endowment and foundation clients. Shawn has more than 27 years of experience in investment/portfolio consulting, financial planning and estate planning, and consults in the areas of portfolio strategy, design, implementation and support. Prior to joining the firm, he served as Director in PricewaterhouseCoopers LLP’s Personal Financial Services practice for 12 years. He also served as a Senior Associate for five years at the AYCO Company LP (subsequently a unit of Goldman Sachs), a national corporate executive consulting firm, where he worked with top executives at companies such as AT&T, DuPont, Exxon and Merck, as well as numerous high-net-worth individuals and business owners. Prior to that, he served four years at New York Life and Prudential as an insurance and employee benefits representative. Shawn holds a B.S. degree in Finance from Siena College and an MBA in Finance from Rutgers University Graduate School of Management. He also holds the Certified Investment Management Analyst® (CIMA) credential from the Investment Management Consultants Association® (IMCA).

Overview
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4308

Number of Awards

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Chairman at Shepherd Kaplan LLC

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Former Partner at Shepherd Kaplan LLC

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Former Partner at Shepherd Kaplan LLC

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Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

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Senior Advisor at Shepherd Kaplan LLC

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Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

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Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

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Shawn Samperi
Member & Senior Advisor at Shepherd Kaplan LLC
Education
Bachelor of Science in Finance

Siena College is an independent Roman Catholic liberal arts college in Loudonville, Albany County, New York, United States. Siena is a four-year, coeducational, independent college in the Franciscan tradition, founded by the Franciscan Friars in 1937. It has 3,200 full-time students and offers undergraduate degrees in business, liberal arts, and sciences.

Career History
Member & Senior Advisor
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Director, Personal Financial Services Practice
Prior

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Senior Associate
Prior

The Ayco Co. employs a proprietary strategic asset allocation model to help clients maintain maximum portfolio efficiency through an optimal combination of asset categories. Ayco's portfolio management teams manage strategies investing in particular asset classes and investments, including, but not limited to, taxable fixed income (government and/or corporate), municipal fixed income, equities, mutual funds and ETFs. Ayco offers taxable fixed income bond and municipal bond strategies managed by specialized Portfolio Management Teams. There are several sub-strategies for taxable fixed income investing in US dollar-denominated government and corporate investment grade bonds. Taxable fixed income portfolios are composed of individual treasury, agency, sovereign/supranational and/or corporate securities. The firm's equity strategy accounts are composed of large cap stocks. Their strategy's primary objective is obtaining long term growth. Ayco's mutual funds and ETF accounts are allocated in accordance with the model asset allocation selected by the client based on such client's risk tolerance. Each model asset allocation is constructed by Ayco. The Ayco \"Portfolio Solution\" accounts are offered in four primary strategies: Traditional, Alternative, Income and Foreign Opportunity. The traditional strategy's primary objectives are all equity, growth of capital, moderate growth or conservative style based on the client's investment objectives. The alternative strategy's primary objective is growth of capital in a low volatility and diversified manner when compared to core equity and bond markets. The income opportunity strategy is intended to provide a diversified non-core fixed income strategy to complement a client's core bond portfolio, through use of a diversified portfolio of unaffiliated mutual funds and ETFs. The Foreign opportunity's primary objective is to provide long-term capital appreciation through equity mutual funds and ETFs focused on non-US equities, including both developed and emerging markets.

Awards & Honors
University of Pennsylvania, Wharton School of Business - Certified Investment Management Analyst
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