Shepherd Street Advisors

Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with a Series 65 designation and one year of industry experience. She previously worked at Wells Fargo for 15 years and was self-employed for one year before joining Shepherd Street Advisors. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a primarily long-term, core-plus-satellite investment approach that incorporates fundamental, technical, and charting analysis, with flexibility for shorter-term trades and the use of derivatives within separately managed accounts.

Adam Schneiberg is a financial advisor with Shepherd Street Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Shepherd Street Advisors since 2019 and previously at Jacobs & Company, LLC from 2014 to 2019. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a long-term, core-plus-satellite investment approach, combining fundamental, technical, and charting analysis, and offers educational seminars on personal finance and investing.