GRAHAM F. SHEPHERD

Graham Shepherd, CFP® is a partner and serves as Chief Operating Officer and Chief Compliance Officer. Apart from meeting with and serving our clients, he is responsible for overseeing our day-to-day business operations and staff.

Prior to joining Armor, Graham worked for Envestnet | Tamarac – a provider of trading and reporting software for financial advisors – in various operational and management roles where he oversaw data processing and support for independent advisory firms nationwide. He also worked for Schwab Performance Technologies in a client service role where he gained experience supporting advisors in the use of portfolio management software tools.

He graduated from the University of North Carolina at Chapel Hill with a degree in Anthropology and Classical Archaeology. Graham received a Certificate in Financial Planning from North Carolina State University’s Office of Professional Development and is a CERTIFIED FINANCIAL PLANNER™ professional.

Having grown up in the Triangle, he continues to live in the area with his wife and rambunctious twin toddlers. Outside of work, Graham enjoys traveling, reading, exercising, and crafting cocktails.

Connect with Graham on LinkedIn.