Robert Shepard

Robert Shepard is an Investment Analyst at Castleark Management LLC, based in Madison, Wisconsin, where he focuses on equity research and portfolio analysis for large-cap growth strategies. At Castleark, his coverage includes the consumer discretionary and energy sectors, leveraging his industry expertise to inform investment decisions for institutional clients.

Robert's career spans multiple investment roles, including serving as Portfolio Manager at Shepard Asset Management, a family-owned firm, and as Senior Research Analyst at Wisconsin Northern White Sands Holdings, where he specialized in oil services and commodity-linked sectors. In these capacities, he has developed strong analytical frameworks for evaluating market trends and corporate fundamentals within resource, energy, and consumer industries.

He holds an MBA from the Wisconsin School of Business and a BA in International Business from Illinois Wesleyan University. Notably, he contributed to forecasting oil sector demand at WNWS and participated in Castleark's $5 billion Large Cap Growth team, demonstrating a robust background in capital markets and sector research. Shepard is recognized for his contributions to the student-run investment fund advisory board at Illinois Wesleyan, sharing his practical insights with future industry professionals.