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About Teri S. Shepherd of CWM LLC

Teri S. Shepherd is Board Member/Chief Financial Officer/Chief Operating Officer/Chief Compliance Officer at Cwm Llc and has been affiliated with Cwm Llc since June-2012.

Cwm Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 175 employees, of which 67 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 64% of the manager's regulatory AUM.

For more on Cwm Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

CWM LLC StockAlpha

Top 25%
StockAlpha 3 yr performance attributed to stock picking: -3.3%/yr

Co-workers of Teri S. Shepherd at CWM LLC

Name Title In Position Since
Aaron E. Schaben Board Member/Managing Director Of Strategic Opportunities November-2011
Paul M. West Board Member June-2012
Ronald L. Carson Board Member/Chief Executive Officer November-2010
Steven D. Lockshin Board Member January-2014
Lantz G. Hunt Executive Vice President - Operations April-2014
Robert E. Moore Board Member March-2015

CWM LLC Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 3.37589% ETF 2.69% 2.62% 0% 0 10%
AGG 2.4163% ETF -0.02% 2.62% -0.02% 0 7%
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Teri S. Shepherd Office Address

OMAHA, Nebraska

Teri S. Shepherd Contact Information

Phone Number: 402-330-0808
Fax Number: 402-330-1668



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