Spearhead Hires Christopher A. Shepherd as Managing Director of Wealth Management

WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms, is pleased to announce that Chris Shepherd has joined its team of professionals as Managing Director of Wealth Management. Prior to joining Spearhead, Mr. Shepherd served as the Managing Director of The Private Wealth Practice at Shepherd Kaplan, LLC, a corporate and private wealth management firm.  During his tenure at Shepherd Kaplan, Mr. Shepherd was instrumental in building the national footprint of the Private Practice focused on high net worth individuals and family offices. … Continue reading

Spearhead Hires Corey Tiller as Portfolio Manager of Liquid Market Strategies

WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms, is pleased to announce that Corey Tiller joined the team as a Portfolio Manager of Liquid Market Strategies effective August 1, 2017.  Corey will be reporting to Scott Sandstrom, Partner and Managing Director of Liquid Market Strategies. Prior to joining Spearhead, Corey served as a global equity analyst and institutional portfolio manager for Northern Trust.   The multi-billion dollar fund family operated in both the high net worth individual and institutional investor spaces on platforms … Continue reading

Spearhead Names Tim Troutman Chief Operating Officer

Former VP at Tiedemann Wealth to be based out of firm’s Wellington, FL office WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra-high net worth investors, family offices, and asset management firms, is pleased to announce that Tim Troutman has been named Chief Operating Officer effective May 1, 2016. Troutman, a financial services veteran with more than 25 years of wealth and investment management experience, previously held leadership roles at firms including Tiedemann Wealth Management, Hill International, and JP Morgan Private Bank. As Chief Operating Officer at Spearhead, Troutman will oversee significant aspects … Continue reading