Patricia Shepard is a seasoned professional with over twenty-three years of experience in advising wealthy families and managing family offices and private entities.

She currently holds prominent roles as a Board member and officer of a private family office, a trustee for a private family trust, and an advisor and consultant to family offices.

With a diverse background, Patricia has served as the CIO of a family investment company, President of a foundation management company, and in various leadership positions within family offices.

Her career began in international settings, having worked in London and Prague, showcasing her global perspective and expertise.

Education-wise, Patricia's academic journey includes studies at Madison West High School, Fountain Valley High School, Boston University, Massachusetts Institute Of Technology for her MBA in Management and Entrepreneurial Studies, Fountain Valley School, Mit Sloan School Of Management for another MBA, and University Of Bonn as well as University Of Wisconsin - Madison for her Bachelor's in Economics.

She has been actively involved in organizations such as Cardinal Management Inc., UCSF Foundation Investment Management Company, Marin Community Foundation, where she has held key roles like President, Board Member, and Investment Committee Member.