Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC
SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the SharesPost 100 Fund.
Chris Shepherdson was appointed Head of Distribution, and Brett Fowler was named Director of Wholesaling. David Burr, Jim Hermes and Joseph Fernandez were each named Regional Vice Presidents. All five industry veterans join SharesPost Financial Corporation from the previous third-party wholesale distribution partner for the SharesPost 100 Fund.
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By bringing the team in house, SharesPost will have an opportunity to streamline investor relations, enhance cost savings and improve service to clients of the SharesPost 100 Fund, a closed-end interval fund that invests in late-stage, venture-backed companies. The Fund offers individuals, family offices, and institutions an effective means to access the venture-backed asset class, which previously was only available to accredited investors.
“We are excited to expand the experience and expertise at SharesPost to continue to meet the growing demand for our investment strategies,” said Christian Munafo, Chief Investment Officer of SPIM. “We believe this step will help address the needs of our clients in a number of ways.”
The team’s experience includes the following:
- Chris Shepherdson, CFA, has more than 15 years of financial services experience. Prior to joining SharesPost, he was a Senior Partner and Managing Director of CR Capital Distributors, LLC. Prior to that, he was a Vice President at PIMCO. Shepherdson earned a Bachelor’s degree from the University of Southern California and holds the professional designation of Chartered Financial Analyst (CFA®).
- Brett Fowler has more than 18 years of financial services experience. Prior to joining SharesPost, he was a Regional Vice President at CR Capital Distributors, LLC. Prior to that, he was a Regional Vice President at AXA Distributors, LLC. Fowler earned a Bachelor’s degree from the University of Southern California.
- David Burr has more than 25 years of financial services experience. Prior to joining SharesPost, he was a Regional Vice President at CR Capital Distributors, LLC. Prior to that, he was a Regional Sales Director at Great-West Financial, a Regional Vice President at Transamerica Capital and a Regional Sales Vice President at MetLife Investors. He began his career at MFS Investment Management. Burr earned a Bachelor’s degree from Bates College in Lewiston, Maine. He holds the professional designation of Chartered Retirement Planning Counselor℠ (CRPC®).
- Jim Hermes has more than 18 years of financial services experience. Prior to joining SharesPost, he was a Regional Vice President at CR Capital Distributors, LLC. Prior to that, he served as Regional Vice President for SC Distributors and FS Investments. Earlier in his career, he was a Senior Internal Wholesaler for Hines Real Estate Investments and an independent financial advisor at Ameriprise. He earned a Bachelor of Business degree from the University of Iowa, Tippie School of Business.
- Joseph Fernandez has more than 20 years of financial services experience. Prior to joining SharesPost, he was a Regional Vice President of CR Capital Distributors, LLC. Prior to that, he worked for multiple financial services firms, including Oppenheimer Funds. Fernandez earned a Bachelor’s degree from Mercy College.
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