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Joined 2016

Cliff Shepherdson*

Principal, Head of Advisory Solutions

Cliff joined FPA in 2016. He serves as Head of Advisory Solutions and is responsible for the Advisor Consultant team at FPA. In addition, Cliff works directly with clients and on business development opportunities. From 2013 to 2015, he was Director of Marketing for Casdin Capital, a life science focused hedge fund. Previously, he was an investment research associate at AllianceBernstein. He began his career in investment banking at Grail Partners and Putnam Lovell NBF. Cliff earned a Bachelor of Science degree in both Accounting and Business Administration, and an MBA from the University of Southern California.

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Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results.

The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.

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