Jeff Shepard is a seasoned financial professional with a CERTIFIED FINANCIAL PLANNER™ certification to help fully serve Eastgate’s clients. He provides clients the guidance to enable them to live the lives they envision.
Jeff serves as a wealth advisor at Eastgate Capital Advisors LLC. He is an accomplished financial professional with decades of experience in portfolio management, fixed income sales and real estate investments. Previously, Jeff served in Institutional Sales with William Blair & Co LLC; was a Partner with LaSalle Jackson LLC and Fixed Income Associates LLC; a portfolio manager with Segall Bryant & Hamill and was a SVP and Director of the Insurance Asset Management Group of Columbia Asset Management where he managed $4.4 billion.
Jeff earned his Masters degree in Economics from The University of Chicago, and graduated from Northwestern University with a BA in Economics. He is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™.
Jeff enjoys bike racing. He has served as a coach for the grade school robotics team with Breakthrough Ministries in West Garfield Park and is occasionally on stage at Second City. Jeff lives in Chicago with his wife, with whom he has three adult children.
560 Green Bay Road, Suite 101
Winnetka, IL 60093
Who we are
Eastgate Capital Advisors LLC is a holistic wealth advisory firm and a multi-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.