David Shepard
AeroLeads people directory · profile

David Shepard Email & Phone Number

Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston
Location: Natick, Massachusetts, United States 1 work role 1 school
1 work email found @assetstrategyrc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@assetstrategyrc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Senior Consultant at Asset Strategy Consultants- Boston
Location
Natick, Massachusetts, United States
Company size

Who is David Shepard? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Shepard is listed as Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston, a company with 12 employees, based in Natick, Massachusetts, United States. AeroLeads shows a work email signal at assetstrategyrc.com and a matched LinkedIn profile for David Shepard.

David Shepard previously worked as Senior Consultant at Asset Strategy Consultants- Boston. David Shepard holds Ba, Anthropology from The University Of New Mexico.

Company email context

Email format at Asset Strategy Consultants- Boston

This section adds company-level context without repeating David Shepard's masked contact details.

*@assetstrategyrc.com
71% confidence

AeroLeads found 1 current-domain work email signal for David Shepard. Compare company email patterns before reaching out.

Profile bio

About David Shepard

DAVID SHEPARD has been a Financial Consultant for over 28 years. He is a Registered Investment Advisor with Asset Strategy Consultants - Boston. David has an extensive knowledge of the 403 (b) market, which services the educational, medical, religious, non-profit marketplace. David offers his "Financial Planning Luncheons" series at organizations throughout the metropolitan Boston area to educate employees about the advantages of using retirement plans as a way to reduce taxes and accumulate wealth. He also answers questions about other Financial Planning issues and updates in tax legislation.David became interested in the financial industry during college, when his father gave him stock in the Santa Fe Railroad Company. After accruing an impressive profit on his investment due to careful research and lots of patience, David decided to leave his study of Anthropology and enter the financial world. To this day, he continues to do extensive stock research, thanks to his father’s initial investment.Specialties: 403 (b) Plans.

Current workplace

David Shepard's current company

Company context helps verify the profile and gives searchers a useful next step.

Asset Strategy Consultants- Boston
Asset Strategy Consultants- Boston
Senior Consultant at Asset Strategy Consultants- Boston
natick, massachusetts, united states
Employees
12
AeroLeads page
1 role

David Shepard work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Asset Strategy Consultants- Boston

Other employees you can reach at assetstrategyrc.com. View company contacts for 12 employees →

1 education record

David Shepard education

FAQ

Frequently asked questions about David Shepard

Quick answers generated from the profile data available on this page.

What company does David Shepard work for?

David Shepard works for Asset Strategy Consultants- Boston.

What is David Shepard's role at Asset Strategy Consultants- Boston?

David Shepard is listed as Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston.

What is David Shepard's email address?

AeroLeads has found 1 work email signal at @assetstrategyrc.com for David Shepard at Asset Strategy Consultants- Boston.

Where is David Shepard based?

David Shepard is based in Natick, Massachusetts, United States while working with Asset Strategy Consultants- Boston.

What companies has David Shepard worked for?

David Shepard has worked for Asset Strategy Consultants- Boston.

Who are David Shepard's colleagues at Asset Strategy Consultants- Boston?

David Shepard's colleagues at Asset Strategy Consultants- Boston include Jian Wei Fu, Cfp®, Ea, Brandon Carr, Brian Gray, Conor Moran, and Kaelan Fitzpatrick, Cfp®.

How can I contact David Shepard?

You can use AeroLeads to view verified contact signals for David Shepard at Asset Strategy Consultants- Boston, including work email, phone, and LinkedIn data when available.

What schools did David Shepard attend?

David Shepard holds Ba, Anthropology from The University Of New Mexico.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the David Shepard you were looking for.

View similar profiles