Zack Shepard

Zack Shepard Email and Phone Number

Chief Revenue Officer at Efficient Advisors, LLC @ Efficient Advisors, LLC
Zack Shepard's Location
Mason, Ohio, United States, United States
Zack Shepard's Contact Details

Zack Shepard personal email

n/a
About Zack Shepard

Zack Shepard is a Principal/Founder for a Cincinnati-based investment advisory firm, Evidence Based Advisors, LLC “EBA" and Chief Revenue Office for Efficient Advisors, LLC "EA". EBA/EA brings a unique investment platform based on Nobel Prize winning academics, and competitive pricing which is designed for growth-oriented advisors to help take their business and client portfolios to the next level. EBA/EA supports advisor efforts in long-term value creation for their clients in a fiduciary environment which puts the client's needs first. These solutions, combined with a 100% advisor brand focus, aid financial professionals across the country to implement an evidence-based investment strategy, and in turn, help many investors achieve financial peace of mind nationwide. Zack is a National Media Contributor to such popular media outlets as CNBC, The Wall Street Journal, Bloomberg, Fox Business, Businessweek, NY Post, US News & World Report, Business Times, Financial Post, CFOWorld.com, The Washington Post, Drudge Report, Registered Rep, RIA Central, The Street, and Yahoo Finance; educating the public on investing, economics, and current events.Specialties: * Media & Marketing * Passive Management * Registered Rep & RIA * Modern Portfolio Theory * Efficient Market Hypothesis * Financial Advisor Training, Coaching & Education * Investment Planning, Development & Management * Fiduciary Studies & Best Practices * Educational Tool Development * Practice Building * Asset Management

Zack Shepard's Current Company Details
Efficient Advisors, LLC

Efficient Advisors, Llc

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Chief Revenue Officer at Efficient Advisors, LLC
Zack Shepard Work Experience Details
  • Efficient Advisors, Llc
    Chief Revenue Officer
    Efficient Advisors, Llc Aug 2020 - Present
    Philadelphia, Pa, Us
    View
  • Evidence Based Advisors, Llc
    Principal Owner
    Evidence Based Advisors, Llc Jun 2018 - Present
    Cincinnati, Oh, Us
    View
  • Matson Money
    Vice President Of Communications | Serving Nationally
    Matson Money Aug 2013 - May 2018
    Mason, Ohio, Us
    View
  • Matson Money
    Financial Advisor Education, Development, Training, Management | Marketing, Fiduciary & Wealth Coach
    Matson Money Jan 2005 - May 2018
    Mason, Ohio, Us
    View
  • Matson Money
    National Media & Research Contributor
    Matson Money Jan 2005 - May 2018
    Mason, Ohio, Us
    View
  • Matson Money
    Media & Marketing Director | Serving Nationally
    Matson Money Jan 2005 - Aug 2013
    Mason, Ohio, Us
    View
  • Abundance Technologies, Inc
    Retirement Plan Services Coordinator
    Abundance Technologies, Inc 2006 - 2009
  • Matrix Asset Allocation, Inc.
    Executive Support Coordinator
    Matrix Asset Allocation, Inc. 2005 - 2006
  • Sports Express, Ltd.
    Assistant General Manager
    Sports Express, Ltd. 1998 - 2005
  • Sports Express, Ltd.
    Building | Night Manager
    Sports Express, Ltd. 1996 - 1998

Zack Shepard Skills

Modern Portfolio Theory Investments Asset Managment Marketing Management Coaching Training Investment Advisory Strategic Financial Planning Asset Allocation Wealth Management Mutual Funds Portfolio Management Retirement Planning Estate Planning Insurance Retirement Wealth 401k Asset Management Investment Strategies Financial Advisory Iras Investment Management Financial Services Finance Financial Planners Fixed Annuities Financial Planning

Zack Shepard Education Details

  • University Of Cincinnati
    University Of Cincinnati
    Applied Business
  • University Of Cincinnati
    University Of Cincinnati
    Business Administration
  • Little Miami High School
    Little Miami High School

Frequently Asked Questions about Zack Shepard

What company does Zack Shepard work for?

Zack Shepard works for Efficient Advisors, Llc

What is Zack Shepard's role at the current company?

Zack Shepard's current role is Chief Revenue Officer at Efficient Advisors, LLC.

What is Zack Shepard's email address?

Zack Shepard's email address is za****@****ney.com

What is Zack Shepard's direct phone number?

Zack Shepard's direct phone number is +151320*****

What schools did Zack Shepard attend?

Zack Shepard attended University Of Cincinnati, University Of Cincinnati, Little Miami High School.

What are some of Zack Shepard's interests?

Zack Shepard has interest in Hunting, Golf, Education, Basketball.

What skills is Zack Shepard known for?

Zack Shepard has skills like Modern Portfolio Theory, Investments, Asset Managment, Marketing, Management, Coaching, Training, Investment Advisory, Strategic Financial Planning, Asset Allocation, Wealth Management, Mutual Funds.

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