Jennifer R. Shepard CFA, CFP®

B.A. in Philosophy and Religion, Colgate University

Professional Certifications

Chartered Financial Analyst®


Enjoys being active, having run 22 marathons, and loves cooking and international traveling

Jennifer R. Shepard

As Director of Client Services, Jenn is passionate about helping Altair’s clients find creative solutions to balance their life’s mission with their investment and wealth management needs. She is committed to making a difference in clients’ lives by helping them clarify and prioritize their purpose, passions and legacy goals, and mapping out a comprehensive blueprint to follow over the course of their financial journey. Jenn takes a holistic approach by incorporating investment management, estate planning, risk management, charitable giving and tax strategies designed to enhance and protect a client’s wealth. Communication, collaboration and proactive guidance are essential elements of Jenn’s services, and her fiduciary commitment ensures that the needs of Altair clients always come first.

Jenn’s career in finance began nearly 30 years ago at Harris Associates, where she held a range of positions throughout the organization, and then at William Blair as a Research Associate. Her desire to work directly with clients led her to United Capital, where she worked in equity and fixed income analysis, portfolio management, business development and comprehensive financial planning. Jenn was Managing Director and Head of Office for United Capital’s North Shore location, where she guided the office on a strong growth path and spearheaded adoption of the innovative Financial Life Management approach to wealth planning. Following United Capital’s acquisition by The Goldman Sachs Group, Jenn followed her heart back to the independent advisor space to join the team at Altair Advisers.

Jenn is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ certificant and is a member of the CFA Institute and the CFA Society Chicago. She graduated from Colgate University with a bachelor’s degree in philosophy and religion.

Jenn grew up and currently resides in Wilmette with her family.