Shep Buckman, a New Orleans native, has over 25 years of experience in financial services. At Sequence Wealth Management, he holds the key role of overseeing all operational aspects with comprehensive leadership. Prior to co-founding Sequence Wealth Management and Fusion Strategies (link), Shep served as a Senior Investment Consultant at Equitas Capital Advisors and as Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division. At United Bank, he guided investment strategy and execution for over $4 billion of private client institutional assets. Shep has also held positions as a portfolio manager at UBS Financial Services and Morgan Stanley, building customized portfolios for high-net-worth clients. 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 has obtained his CFA® and CMT® designations. He also 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.