The Olayan Group
Trip Shepard, CFA, has extensive experience in investment management, currently serving as a Portfolio Manager and Senior Equity Research Analyst at The Olayan Group since 2015, focusing on financial and information services. Prior to this role, Trip held the position of Principal and Senior Investment Research Analyst at OppenheimerFunds from 2008 to 2015, specializing in the financial services sector. Trip began a career at UBS Global Asset Management as an Equity Research Analyst in the financial services sector from 2004 to 2008. Trip holds a Master of Business Administration (MBA) in Accounting and Finance from Columbia Business School and a Bachelor of Arts (B.A.) from Tufts University.
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