SharesPost Hires New Sales and Distribution Team from CR Capital Distributors
SharesPost, a platform for secondary transactions and digital securities, has hired a new in-house sales and distribution team.
SharesPost, a platform for secondary transactions and digital securities, has hired a new in-house sales and distribution team to expand access to its investment products, including SharesPost 100 Fund, a closed-end interval fund that invests in late-stage, venture-backed companies.
Chris Shepherdson was appointed head of distribution, and Brett Fowler was named director of wholesaling. David Burr, Jim Hermes and Joseph Fernandez were each named regional vice presidents.
The team joins affiliated broker-dealer SharesPost Financial Corporation from CR Capital Distributors LLC, the former third-party wholesale distribution partner for the SharesPost 100 Fund.
By bringing the team in house, SharesPost said that it will have an opportunity to streamline investor relations, enhance cost savings and improve service to clients of the SharesPost 100 Fund. The fund was previously only available to accredited investors.
Shepherdson has more than 15 years of financial services experience, and prior to joining SharesPost, he was a senior partner and managing director of CR Capital Distributors. Prior to that, he was a vice president at PIMCO. Shepherdson earned a bachelor’s degree from the University of Southern California and holds the professional designation of chartered financial analyst.
Fowler has more than 18 years of financial services experience and was a regional vice president at CR Capital Distributors prior to joining the firm. He also served as a regional vice president at AXA Distributors LLC. Fowler earned a bachelor’s degree from the University of Southern California.
Burr has more than 25 years of financial services experience, and previously served as a regional vice president at CR Capital Distributors. Prior to that, he was a regional sales director at Great-West Financial, a regional vice president at Transamerica Capital, and a regional sales vice president at MetLife Investors. He began his career at MFS Investment Management. Burr earned a bachelor’s degree from Bates College in Lewiston, Maine. He holds the professional designation of chartered retirement planning counselor.
Hermes has more than 18 years of financial services experience and was a regional vice president at CR Capital Distributors. He previously served as regional vice president for SC Distributors and FS Investments. Earlier in his career, he was a senior internal wholesaler for Hines Real Estate Investments and an independent financial advisor at Ameriprise. He earned a bachelor’s degree in business from the University of Iowa, Tippie School of Business.
Fernandez has more than 20 years of financial services experience and was a regional vice president of CR Capital Distributors. He worked for multiple financial services firms, including Oppenheimer Funds. Fernandez earned a bachelor’s degree from Mercy College.
SharesPost, a platform for secondary transactions and digital securities, has facilitated nearly $5 billion in secondary market transactions in the shares of more than 300 technology companies.
