David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT to the company as a Senior Investment Management Consultant.

Shep Buckman, a New Orleans native, is a Senior Investment Consultant with over 20 years of experience in financial services. Prior to joining Equitas, Mr. Buckman was a Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division where he guided investment strategy and execution for over $4 billion of private client institutional assets. Mr. Buckman was a portfolio manager at UBS Financial Services where he built customized portfolios for high net worth clients. He also served as a Financial Advisor at Morgan Stanley. Shep has obtained his CFA® and CMT® designations. Mr. Buckman has considerable experience with high net worth families, professional athletes, non-profits, financial planning, lending, alternative investments, and sell-side advisory to include ESOPs (Employee Stock Ownership Plans).

Shep earned an MBA in Finance from Johns Hopkins University and a B.S. in Business Administration with Special Attainments in Commerce from Washington & Lee University.

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