Andrew Sheppard has joined Collaboratory’s Governing Team as Trustee.
Before retiring, Sheppard spent over 40 years in the banking industry as a portfolio manager, most recently serving as Senior Vice President and Senior Private Wealth Advisor for FineMark National Bank & Trust. In addition to portfolio management for high net worth clients, his career experience includes macro strategy development, trust administration, institutional equity and fixed income trading platforms, securities policy and procedure development, investment management technology applications, trading algorithms, portfolio construction, compliance, business development and personnel management.
“We are very excited to welcome someone with Andrew’s incredible resume to our exceptional team of trustees,” said Dr. Dawn Belamarich, president and CEO of Collaboratory. “His experience and long-time community relationships will benefit Collaboratory’s governing team as we move forward with our coalition work and mission.”
Andrew is the son of John W. Sheppard, founding member, past president and trustee of the Southwest Florida Community Foundation (Collaboratory) until his passing in 2022.
“It’s truly an honor to join the foundation my father helped establish 48 years ago,” said Andrew. “I look forward to working with my fellow trustees and Collaboratory team members to continue his legacy and belief that each day is a gift and an opportunity to help Southwest Florida be the best it can for our residents and community.”
Sheppard earned bachelor’s and master’s degrees in finance from Florida Atlantic University. His professional training includes Certified Financial Planning, Florida Trust School, Registered Investment Advisor – Series 7, Insurance and Registered Principal/Branch Management.
ABOUT COLLABORATORY
Collaboratory is a regional community foundation with an evolved mission committed to coordinating the solving of Southwest Florida’s major social problems by 2040. Not alone, but with everyone—the entire community working together across all five counties: Lee, Hendry, Glades, Charlotte and Collier.
Collaboratory provides community leadership, raises and coordinates funding, and disburses funds to organizations that are helping solve the problems our donors and the community have identified as priorities. Collaboratory also provides capacity building with training and resources for regional partners. Given the complexities of the social challenges in our region, Collaboratory ensures we are all working together and that every generous donor achieves the biggest impact with their funds. By using and sharing data to track progress, we ensure that donor dollars are best invested to move the needle on improving social issues.
Connection and collaboration are at the heart of our mission. Since 1976, we have made over $120 million in grants to individuals and organizations across the region to enhance the quality of life for current and future generations. It is upon that legacy of a commitment to community we will collectively achieve our 2040 goal. To learn more and get involved, call 239-274-5900 or visit www.collaboratory.org.
