Joe Shepherd


As an Analyst, Joe is responsible for assisting with market research, valuation analysis, and financial modeling. Prior to joining Copper Run, Joe worked for J.P. Morgan Asset Management supporting the North Americas Funds team as a FP&A Analyst. Joe was responsible for providing detailed cash flow reports to both the sales and business management teams that he supported. In college, Joe was a member of the Club Golf team where he served in various leadership roles including Treasurer and Vice President. In his free time, Joe enjoys cheering on Cleveland and Ohio State sports teams, playing golf, traveling, dabbling with cars, and spending time with family and friends.

Education and Certifications

Fisher College of Business at The Ohio State University – B.S.B.A. in Finance with a minor in Economics

Financial Modeling and Valuation Analyst (FMVA)® certification through the Corporate Finance Institute (actively pursuing)