Our People

Craig Shepherd
  • First Samuel Associate since 2019
  • Over 19 years' experience in the financial services industry
  • Responsible for all investment decisions

Craig Shepherd

Chief Investment Officer
PhD (Econometrics), B.Ec (Hons Eq)

Craig has 19 years experience in the finance industry. Prior to joining First Samuel, he was a Senior Portfolio Manager and Senior Economist with JCP Investment Partners, a Melbourne-based boutique Australian equities manager.  There, for ten years, he managed Australian equities (with a leaning to small caps) and helped developed the investment capability of a large team of equity professionals.

Prior to that, he was a Senior Equities Analyst at Commsec and Principal Economist with the National Institute of Economic and Industry Research.

He holds a doctorate of Philosophy and a bachelor’s degree in Economics (Econometrics) with honours, both from Monash University.

Craig is married with three children and enjoys long-distance walking, road trips, and studying emerging technologies and philosophy.