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Shepard B
CFA®, Series 63, Series 65
New Orleans, LA
Rossby Financial, LLC
Shepard Buckman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor at Rossby Financial, LLC and has previously worked at firms including UBS Financial Services and Equitas Capital Advisors. In addition to his advisory role, he owns and operates Everflow Insurance Advisory, where he serves as a licensed insurance agent. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a variety of analytical approaches to tailor diversified portfolios that align with clients’ objectives and risk tolerances, and it manages approximately $565 million in discretionary assets.
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