Jeff Shepard serves as a wealth advisor at Eastgate Capital Advisors LLC. He is an accomplished financial professional with deep experience as a portfolio manager, as well as fixed income sales, real estate, and foreign exchange.
Previously, Jeff served in fixed income Institutional Sales with William Blair & Co LLC; a Partner with LaSalle Jackson LLC and Fixed Income Associates LLC; a fixed income portfolio manager with Segall Bryant & Hamill and was a Senior Vice President and Director of the Insurance Asset Management Group of Columbia Asset Management where he managed $4.4 billion.
Jeff has earned the Chartered Financial Analyst® designation, graduated from Northwestern University with a BA in Economics and earned his AM in Economics from University of Chicago. Jeff lives in Chicago with his wife, with whom he has three adult children.
560 Green Bay Road, Suite 101
Winnetka, IL 60093
Eastgate Capital Advisors LLC is a holistic wealth advisory firm and family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.