Jennifer R. Shepard CFA, CFP®, CPWA®

B.A. in Philosophy and Religion, Colgate University

Professional Certifications

Chartered Financial Analyst®
Certified Private Wealth Advisor® consultant


Recovered endurance athlete (including 22 marathons and 7 RAGBRAI rides) that still enjoys being active, as well as cooking enthusiast and travel buff

Jennifer R. Shepard

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 more than 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 engage more directly with clients led her to United Capital (and its predecessor firm, Integrated Financial Management), 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.  She also spearheaded the adoption of the innovative Financial Life Management approach to wealth planning, counseling her clients to ensure they make thoughtful and educated decisions in pursuit of both their financial and life goals. 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 graduated from Colgate University with a bachelor’s degree in philosophy and religion.  She is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ certificant, and recently obtained her Certified Private Wealth Advisor® designation.  She is a member of the CFA Institute, the CFA Society Chicago, the Chicago Estate Planning Council, and the Estate Planning Council of Indianapolis.

Committed to giving back in her community, Jenn routinely finds herself packing meals, sorting through donations, delivering essentials, or lending her time and perspective to a variety of local organizations. She is also a board member of Deborah’s Place, Chicago’s largest provider of permanent supportive housing for unaccompanied women, and heads up its Investment Committee.

Jenn grew up and currently resides in in the northern suburbs.