Shep Buckman, a New Orleans native, has over 20 years of experience in financial services. At Fusion Strategies, he serves as Chief Experience Officer, helping prospective and current clients navigate opportunities for deductions and valuable risk-free retirement assets. Prior to co-founding Fusion Strategies, Shep served as a Senior Investment Consultant at Equitas Capital Advisors as well as Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division. There, 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, building customized portfolios for high-net-worth clients and as a Financial Advisor at Morgan Stanley. 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.