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 19BN in positions, which represents 867% 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 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 19BN in positions, which represents 867% 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: -1.4%/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 |
Fundamental & Technical Factor Exposure
Teri S. Shepherd Office Address
13321 CALIFORNIA STREET, SUITE 100
OMAHA, Nebraska
UNITED STATES, 68154
OMAHA, Nebraska
UNITED STATES, 68154
Teri S. Shepherd Contact Information
Phone Number: 402-330-0808
Fax Number: 402-330-1668
Website: null
Fax Number: 402-330-1668
Website: null
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