New England Investment and Retirement Group Welcomes Patrick Sheppard as COO and CCO

Fast Growing Investment Adviser Strengthens Resources and Operational Effectiveness

PR Newswire

NORTH ANDOVER, Mass., March 26, 2014 /PRNewswire-iReach/ -- New England Investment and Retirement Group, Inc. (NEINV) announced today that Patrick J. Sheppard has joined the firm as their Chief Operating and Compliance Officer to strengthen efficiencies and governance.  He will report to Nick Giacoumakis, President and Founder.  In this role, Patrick leads and manages all aspects of the company's functions including investment operations, compliance, marketing, and administration. 

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Mr. Sheppard is an investment industry veteran with over 25 years of experience.  He previously served as Chief Operating Officer at industry leading firms such as William Blair Investment Management, The Boston Company Asset Management, and BNY Mellon Asset Management. 

"Patrick provides premium operational and compliance expertise to the firm.  With this hire, we are not only well-positioned to meet client needs and industry requirements but we also affirm our commitment to delivering a world-class experience to our clients that includes exceptional value and service in all aspects of wealth management," says Nick Giacoumakis.

"I am excited to help lead one of the most client-focused advisory firms in our industry," Sheppard said. "One of my immediate goals as COO and CCO is to ensure that we continually build our operational and compliance capabilities to meet the future needs of our current and future clients as well as our employees."

Media Contact: Amy Alpert, New England Investment & Retirement Group, Inc., 978-296-8347, aalpert@neinv.com

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