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Patrick Sheppard Email & Phone Number
Financial Advisor - Founder and Principal
at
Atlantic Retirement & Wealth Advisors LLC
1 work email found
@comcast.net
3 phones found area 978 and 752
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor - Founder and Principal
Location
Greater Boston, United States, United States
Company size
Who is Patrick Sheppard? Overview
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Quick answer
Patrick Sheppard is listed as Financial Advisor - Founder and Principal at Atlantic Retirement & Wealth Advisors LLC, a company with 2 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 978, 752, and a matched LinkedIn profile for Patrick Sheppard.
Patrick Sheppard previously worked as Financial Advisor - Founder & Principal at Atlantic Retirement & Wealth Advisors Llc and Chief Operating Officer & Chief Compliance Officer at New England Investment And Retirement Group, Inc..
Company email context
Email format at Atlantic Retirement & Wealth Advisors LLC
This section adds company-level context without repeating Patrick Sheppard's masked contact details.
{first_initial}{last}@comcast.net
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AeroLeads found 1 current-domain work email signal for Patrick Sheppard. Compare company email patterns before reaching out.
Profile bio
About Patrick Sheppard
Patrick Sheppard is a Financial Advisor - Founder and Principal at Atlantic Retirement & Wealth Advisors LLC. He possess expertise in certified management accountant, asset management, mutual funds, investments, equities and 7 more skills.
Listed skills include Certified Management Accountant, Asset Management, Mutual Funds, Investments, and 8 others.
Current workplace
Patrick Sheppard's current company
Company context helps verify the profile and gives searchers a useful next step.
Atlantic Retirement & Wealth Advisors Llc
10 roles
Patrick Sheppard work experience
A career timeline built from the work history available for this profile.
Financial Advisor - Founder & Principal
CurrentFounding member of firm which focuses on bringing institutional quality asset management to individuals, families and firm retirement plans.
Sep 2015 - Present
Chief Operating Officer & Chief Compliance Officer
Chief Operating Officer and Chief Compliance Officer for registered investment advisor. Principal responsibilities include:* Portfolio & Investment Committee member* Operations* Technology* Compliance* Marketing* Client Service* Finance* Human Resources* Trading
Jan 2014 - Sep 2015
Senior Managing Director
MCAM is a global alternative investment manager focusing on real assets and fixed income strategies. Responsibilities include Investment Committee Member, Accounting, Compliance, Finance, Operations, Technology, Administration and Risk. Member of the firms Investment, compliance, operation and international committees.Clients include global institutional.
Feb 2013 - Dec 2013
Head Of Governance, Risk, Compliance & Treasury
Pyramis Global Advisors - A Fidelity Investments Company
Lead teams focused on managing assets for institutional clients across the globe. Member of multiple firm boards, fund companies and investment committees in the US and Ireland.
May 2011 - Jan 2013
Chief Operating Officer - Investment Management
Asset management firm - provide management and oversight of critical daily functions while also leading project management and client initiatives. Included direct oversight over Mutual Fund Administration, Operations, Finance and Accounting. Assist and member of Investment Committee, Legal, Risk & Compliance departments.
Aug 2007 - Jan 2010
President & Coo
Lead teams that were responsible for operations, compliance, risk, technology, trading, finance, and performance for multi-strategy asset management firm. Assisted and implement investment team objectives as well as trading departments strategies and models.
May 2004 - Aug 2007
Chief Operating Officer
Managed corporate IT, compliance, risk, finance, strategy and operations groups. Developed strong relationships with investment team CIO's, head traders, portfolio strategist and senior management.
Jan 2002 - May 2004
Cfo - Asset Management
Accountable for all financial areas within BNY Mellon Asset Management consisting of receivables, billing, tax, payables and management accounting.
Nov 1998 - Jan 2002
Numerous - Head Of Financial Management & Reporting
Scudder Stevens & Clark
Jan 1987 - Oct 1998
FAQ
Frequently asked questions about Patrick Sheppard
Quick answers generated from the profile data available on this page.
What company does Patrick Sheppard work for?
Patrick Sheppard works for Atlantic Retirement & Wealth Advisors LLC.
What is Patrick Sheppard's role at Atlantic Retirement & Wealth Advisors LLC?
Patrick Sheppard is listed as Financial Advisor - Founder and Principal at Atlantic Retirement & Wealth Advisors LLC.
What is Patrick Sheppard's email address?
AeroLeads has found 1 work email signal at @comcast.net for Patrick Sheppard at Atlantic Retirement & Wealth Advisors LLC.
What is Patrick Sheppard's phone number?
AeroLeads has found 3 phone signal(s) with area code 978, 752 for Patrick Sheppard at Atlantic Retirement & Wealth Advisors LLC.
Where is Patrick Sheppard based?
Patrick Sheppard is based in Greater Boston, United States, United States while working with Atlantic Retirement & Wealth Advisors LLC.
What companies has Patrick Sheppard worked for?
Patrick Sheppard has worked for Atlantic Retirement & Wealth Advisors Llc, New England Investment And Retirement Group, Inc., Mc Asset Management Holdings, Pyramis Global Advisors - A Fidelity Investments Company, and William Blair And Company.
How can I contact Patrick Sheppard?
You can use AeroLeads to view verified contact signals for Patrick Sheppard at Atlantic Retirement & Wealth Advisors LLC, including work email, phone, and LinkedIn data when available.
What skills is Patrick Sheppard known for?
Patrick Sheppard is listed with skills including Certified Management Accountant, Asset Management, Mutual Funds, Investments, Equities, Hedge Funds, Alternative Investments, and Investment Management.
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