MountainOne is pleased to announce that Seth Shepard of Adams, Massachusetts, has been promoted to financial advisor.
In this role, Shepard determines a client’s financial objectives, offers strategic advice on products and services to meet client goals, and manages client assets through portfolio design and retirement solutions. Shepard’s focus is on asset management, portfolio management, retirement planning, and college education planning.
Shepard has been with MountainOne Investments since 2022, most recently as a paraplanner. Shepard is a proud member of MountainOne’s Communications Committee and previously served on the MountainOne 175th Celebration Committee. Prior to joining MountainOne Investments, Shepard was an account manager with Girardi Distributors in Pittsfield, Massachusetts, and a football coach at Mount Ida College in Newton, Massachusetts.
Shepard holds a Bachelor of Science degree in coaching and event operations from Johnson & Wales University. Shepard resides in Adams, Massachusetts, with his wife Brianna, daughter Kennedy, and Australian Shepherd Wynn. In his spare time, he volunteers as a high school football coach.
“It’s a pleasure to announce Seth’s promotion to financial advisor,” said Kevin Dupuis, vice president, operations manager with MountainOne Investments. “He is a dedicated professional whose knowledge and interpersonal skills are ideally suited to this pivotal role within our organization.”
About MountainOne
MountainOne is a mutual holding company headquartered in North Adams, MA. Founded in 1848, MountainOne Bank provides a complete array of personal and business banking and electronic services. MountainOne Bank is Member FDIC and Member DIF. Products and services are offered at full-service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and on Boston’s South Shore (Quincy, Rockland, Scituate).
